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 4-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 | $338,209 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $88,850 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $66,903 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $78,724 | $122,186-35.6% | $146,958-46.4% | $199,593-60.6% |
| Participation rate | 96.1% | 78.3%+17.8pp | 82.2%+13.9pp | 72.0%+24.1pp |
| Annual return | 16.87% | 30.56%-13.7pp | 418.34%-401.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $4,529 | $4,093+10.6% | $4,933-8.2% | $3,034+49.3% |
| Participant deferral / active EE | $8,565 | $8,502+0.7% | $8,070+6.1% | $5,087+68.4% |
| Admin fee / account holder | $212 | $179+18.6% | $12,998-98.4% | $269-21.1% |