Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
BDO USA, LLP1 year Service code 13 · EIN 13-5381590 | Contract Administrator | $40,786 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $35,668 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 13 · EIN 84-2276766 | Contract Administrator | $22,564 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,721 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,856 | $101,499-30.2% | $147,005-51.8% | $74,546-5.0% |
| Participation rate | 59.7% | 75.5%-15.8pp | 82.2%-22.4pp | 67.2%-7.5pp |
| Annual return | 9.47% | 8732.34%-8722.9pp | 418.76%-409.3pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $786 | $3,811-79.4% | $4,934-84.1% | $2,624-70.1% |
| Participant deferral / active EE | $6,652 | $7,304-8.9% | $8,070-17.6% | $4,347+53.0% |
| Admin fee / account holder | $511 | $1,748-70.8% | $13,006-96.1% | $1,944-73.7% |