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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,640 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,168 |
ACG ADVISORY SERVICES6 years Filed as: ACG WEALTH Service code 27 · EIN 22-3857582 | Advisory (Plan) | $12,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,546 | $53,199-65.1% | $155,567-88.1% | $199,768-90.7% |
| Participation rate | 53.3% | 64.1%-10.8pp | 78.2%-24.9pp | 72.0%-18.7pp |
| Annual return | 11.88% | 41.17%-29.3pp | 64.74%-52.9pp | 34.26%-22.4pp |
| Employer contribution / active EE | $216 | $1,852-88.3% | $4,674-95.4% | $3,037-92.9% |
| Participant deferral / active EE | $1,856 | $3,163-41.3% | $5,628-67.0% | $5,090-63.5% |
| Admin fee / account holder | $164 | $186-11.5% | $15,916-99.0% | $269-38.9% |