See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $129,532 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,130 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,228 | $57,610-71.8% | $154,803-89.5% | $102,872-84.2% |
| Participation rate | 40.7% | 59.5%-18.7pp | 78.1%-37.3pp | 73.0%-32.3pp |
| Annual return | 27.13% | 30.49%-3.4pp | 58.88%-31.7pp | 19.06%+8.1pp |
| Employer contribution / active EE | $221 | $1,883-88.3% | $4,305-94.9% | $3,526-93.7% |
| Participant deferral / active EE | $1,804 | $2,914-38.1% | $5,540-67.4% | $5,535-67.4% |
| Admin fee / account holder | $76 | $368-79.4% | $14,329-99.5% | $292-74.1% |