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 12 · EIN 13-3689044 | Claims processing; Investment managem... | $59,389 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 | Advisory (Participants) | $26,928 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,712 | $89,436-22.1% | $164,813-57.7% | $77,643-10.2% |
| Participation rate | 40.7% | 78.6%-37.9pp | 78.6%-37.9pp | 70.6%-29.9pp |
| Annual return | 14.05% | 28.83%-14.8pp | 69.93%-55.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $938 | $2,569-63.5% | $4,341-78.4% | $2,726-65.6% |
| Participant deferral / active EE | $1,739 | $4,897-64.5% | $6,031-71.2% | $4,647-62.6% |
| Admin fee / account holder | $24 | $339-92.8% | $12,690-99.8% | $430-94.3% |