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 |
|---|---|---|
COHEN & COMPANY8 years Filed as: COHEN AND CO Service code 99 · EIN 34-1912961 | Other Fees | $15,600 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 99 · EIN 84-4519624 | Other Fees | $14,656 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $4,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,004 | $101,317-40.8% | $146,958-59.2% | $74,495-19.5% |
| Participation rate | 71.2% | 75.5%-4.3pp | 82.2%-11.0pp | 67.2%+4.0pp |
| Annual return | 11.11% | 8730.91%-8719.8pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,740 | $3,810-28.1% | $4,933-44.5% | $2,623+4.5% |
| Participant deferral / active EE | $3,175 | $7,303-56.5% | $8,070-60.7% | $4,346-26.9% |
| Admin fee / account holder | $827 | $1,739-52.4% | $12,998-93.6% | $1,942-57.4% |