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 7-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 37 · EIN 04-2647786 | Loan Processing | $218,252 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $62,881 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $15,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,940 | $121,599-75.4% | $135,903-78.0% | $103,482-71.1% |
| Participation rate | 50.3% | 76.2%-25.9pp | 81.9%-31.6pp | 73.3%-22.9pp |
| Annual return | 24.12% | 26.09%-2.0pp | 68.23%-44.1pp | 33.11%-9.0pp |
| Employer contribution / active EE | $647 | $4,627-86.0% | $4,856-86.7% | $3,208-79.8% |
| Participant deferral / active EE | $3,328 | $7,782-57.2% | $7,758-57.1% | $5,207-36.1% |
| Admin fee / account holder | $54 | $76-28.8% | $10,762-99.5% | $114-52.8% |