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 5-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 | $665,548 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $52,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,163 |
LBMC, PC2 years Filed as: LBMC Service code 10 · EIN 62-1199757 | Accounting | $17,000 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $23,999 | $73,283-67.3% | $155,509-84.6% | $106,382-77.4% |
| Participation rate | 72.6% | 73.3%-0.7pp | 78.2%-5.6pp | 69.9%+2.7pp |
| Annual return | 13.88% | 15.77%-1.9pp | 64.67%-50.8pp | 17.37%-3.5pp |
| Employer contribution / active EE | $470 | $2,247-79.1% | $4,672-89.9% | $3,364-86.0% |
| Participant deferral / active EE | $3,551 | $4,580-22.5% | $5,626-36.9% | $5,569-36.2% |
| Admin fee / account holder | $64 | $56+14.0% | $15,912-99.6% | $79-19.3% |