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 3-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 15 · EIN 13-3689044 | Recordkeeping | $316,662 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $191,626 |
PLAN DESIGN CONSULTANTS, INC.3+ years Filed as: PLAN PROFESSIONALS, LLC D/B/A NPPG Service code 15 · EIN 85-3213245 | Recordkeeping | $102,861 |
KRAFT CPAS, PLLC2 years Filed as: KRAFT CPAS PLLC Service code 10 · EIN 81-0672037 | Accounting | $32,538 |
PSK LLP1 year Service code 10 · EIN 75-1486711 | Accounting | $13,500 |
Service code 99 · EIN 93-4904307 | Other Fees | $11,442 |
360 PAYROLL INTEGRATION CORP2 years Filed as: 360 PAYROLL INTEGRATION Service code 99 · EIN 83-3880266 | Other Fees | $8,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,412 | $41,510-12.3% | $84,966-57.1% | $99,062-63.2% |
| Participation rate | 54.5% | 35.3%+19.3pp | 67.5%-13.0pp | 71.6%-17.1pp |
| Annual return | -76.89% | 17.38%-94.3pp | 66.38%-143.3pp | 17.66%-94.6pp |
| Employer contribution / active EE | $2,904 | $1,137+155.3% | $2,727+6.5% | $3,262-11.0% |
| Participant deferral / active EE | $8,622 | $2,246+283.8% | $4,519+90.8% | $5,331+61.7% |
| Admin fee / account holder | $170 | $175-3.2% | $6,149-97.2% | $109+55.7% |