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 6-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 |
|---|---|---|
Service code 15 · EIN 42-0127290 | Recordkeeping | $95,090 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS COPR Service code 13 | Contract Administrator | $21,901 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $17,386 |
ACTUARIAL BENEFITS CORP1 year Service code 13 · EIN 20-1054428 | Contract Administrator | $160 |
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 | $40,903 | $83,158-50.8% | $167,512-75.6% | $102,872-60.2% |
| Participation rate | 86.8% | 70.1%+16.7pp | 77.1%+9.8pp | 73.0%+13.8pp |
| Annual return | 15.65% | 21.37%-5.7pp | 1615.79%-1600.1pp | 19.06%-3.4pp |
| Employer contribution / active EE | $1,881 | $2,233-15.8% | $3,882-51.6% | $3,526-46.7% |
| Participant deferral / active EE | $5,151 | $5,132+0.4% | $6,405-19.6% | $5,535-6.9% |
| Admin fee / account holder | $92 | $109-16.0% | $9,769-99.1% | $292-68.6% |