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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; Sales loads (front... | $174,393 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $31,250 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $93 |
Filed as: CHARLES SCHWAB & CO. Service code 33 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,500 | $112,623-60.5% | $106,201-58.1% | $199,768-77.7% |
| Participation rate | 92.9% | 86.2%+6.6pp | 75.3%+17.6pp | 72.0%+20.8pp |
| Annual return | 35.12% | 15.57%+19.5pp | 116.26%-81.1pp | 34.26%+0.9pp |
| Employer contribution / active EE | $1,917 | $4,575-58.1% | $3,170-39.5% | $3,037-36.9% |
| Participant deferral / active EE | $5,048 | $6,659-24.2% | $5,012+0.7% | $5,090-0.8% |
| Admin fee / account holder | $91 | $107-15.3% | $11,039-99.2% | $269-66.3% |