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 |
|---|---|---|
Filed as: JCCS, P.C. Service code 10 · EIN 81-0348775 | Accounting | $25,000 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $15,582 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $12,325 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,545 | $58,264-83.6% | $86,612-89.0% | $71,457-86.6% |
| Participation rate | 84.9% | 65.0%+19.9pp | 71.7%+13.2pp | 67.9%+17.0pp |
| Annual return | 18.23% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,254 | $2,574-51.3% | $3,022-58.5% | $2,588-51.5% |
| Participant deferral / active EE | $1,859 | $3,436-45.9% | $4,438-58.1% | $4,289-56.7% |
| Admin fee / account holder | $179 | $1,057-83.0% | $5,614-96.8% | $1,587-88.7% |