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 | $388,227 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $65,087 |
ARMANINO LLP2 years Service code 16 · EIN 94-6214841 | Consulting | $10,500 |
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 | $37,082 | $119,627-69.0% | $146,958-74.8% | $99,062-62.6% |
| Participation rate | 45.6% | 73.4%-27.8pp | 82.2%-36.5pp | 71.6%-26.0pp |
| Annual return | 16.01% | 28.82%-12.8pp | 418.34%-402.3pp | 17.66%-1.6pp |
| Employer contribution / active EE | $621 | $4,153-85.0% | $4,933-87.4% | $3,262-81.0% |
| Participant deferral / active EE | $3,148 | $7,997-60.6% | $8,070-61.0% | $5,331-41.0% |
| Admin fee / account holder | $82 | $150-44.9% | $12,998-99.4% | $109-24.3% |