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 | $29,601 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $20,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,515 | $65,946-47.7% | $81,783-57.8% | $77,671-55.6% |
| Participation rate | 60.7% | 65.8%-5.1pp | 72.4%-11.7pp | 70.6%-9.9pp |
| Annual return | 22.06% | 26.65%-4.6pp | 775.05%-753.0pp | 31.21%-9.1pp |
| Employer contribution / active EE | $1,623 | $2,371-31.6% | $2,913-44.3% | $2,726-40.5% |
| Participant deferral / active EE | $4,696 | $3,507+33.9% | $4,320+8.7% | $4,648+1.0% |
| Admin fee / account holder | $233 | $527-55.8% | $7,380-96.8% | $430-45.9% |