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, LLC4 years Service code 12 · EIN 83-3455979 | Direct payment from the plan; Custodi... | $26,565 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $17,428 |
Filed as: JCCS, P.C. Service code 10 · EIN 81-0348775 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,734 | $60,323-80.5% | $81,812-85.7% | $74,495-84.2% |
| Participation rate | 65.4% | 62.9%+2.5pp | 72.3%-7.0pp | 67.2%-1.8pp |
| Annual return | 13.77% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,188 | $2,620-54.7% | $2,912-59.2% | $2,623-54.7% |
| Participant deferral / active EE | $1,655 | $3,387-51.1% | $4,319-61.7% | $4,346-61.9% |
| Admin fee / account holder | $153 | $1,486-89.7% | $7,386-97.9% | $1,942-92.1% |