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 9-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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Participant loan processing; Custodia... | $13,738 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $9,880 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,594 | $51,197-85.2% | $82,719-90.8% | $66,914-88.7% |
| Participation rate | 77.9% | 67.8%+10.1pp | 72.6%+5.3pp | 69.8%+8.1pp |
| Annual return | -17.50% | -9.64%-7.9pp | 701.18%-718.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,136 | $2,611-56.5% | $3,009-62.2% | $2,544-55.4% |
| Participant deferral / active EE | $1,652 | $3,458-52.2% | $4,395-62.4% | $4,237-61.0% |
| Admin fee / account holder | $86 | $416-79.3% | $5,329-98.4% | $593-85.5% |