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 10-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 |
|---|---|---|
LT TRUST COMPANY2 years Service code 12 · EIN 61-1607607 | Claims processing; Recordkeeping and ... | $6,210 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $5,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,689 | $43,133-79.9% | $89,391-90.3% | $73,488-88.2% |
| Participation rate | 42.0% | 55.0%-13.0pp | 68.0%-26.0pp | 70.7%-28.7pp |
| Annual return | 17.32% | 135.66%-118.3pp | 245.62%-228.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $466 | $1,438-67.6% | $2,586-82.0% | $2,270-79.5% |
| Participant deferral / active EE | $1,047 | $2,445-57.2% | $3,890-73.1% | $3,740-72.0% |
| Admin fee / account holder | $60 | $444-86.4% | $4,881-98.8% | $513-88.2% |