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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $226,943 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING RETIREMENT SERVI Service code 16 · EIN 84-4519624 | Consulting | $75,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,805 |
MY GROUP LLC1+ years Filed as: HM&M GROUP, LLC Service code 10 · EIN 75-2409112 | Accounting | $16,000 |
Service code 16 · EIN 36-4291971 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,292 | $106,382-47.1% | $81,812-31.2% | $106,382-47.1% |
| Participation rate | 32.5% | 69.9%-37.3pp | 72.3%-39.8pp | 69.9%-37.3pp |
| Annual return | 39.32% | 17.37%+21.9pp | 773.79%-734.5pp | 17.37%+21.9pp |
| Employer contribution / active EE | $898 | $3,364-73.3% | $2,912-69.2% | $3,364-73.3% |
| Participant deferral / active EE | $2,665 | $5,569-52.1% | $4,319-38.3% | $5,569-52.1% |
| Admin fee / account holder | $83 | $79+4.3% | $7,386-98.9% | $79+4.3% |