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 |
|---|---|---|
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S BEST 401K Service code 26 · EIN 47-2843320 8335 E EAGLE FEATHER ROAD · SCOTTSDALE, AZ 85266 | Advisory (Participants) | $7,657 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH ST. · OVERLAND, KS 66211 | Advisory (Participants) | $2,552 |
LT TRUST COMPANY3 years Service code 13 · EIN 61-1607607 1675 BROADWAY ST. STE. 500 · DENVER, CO 80202 | Contract Administrator | $2,512 |
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.
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 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 | $29,196 | $35,949-18.8% | $88,538-67.0% | $65,185-55.2% |
| Participation rate | 40.7% | 56.4%-15.7pp | 68.7%-28.1pp | 70.2%-29.5pp |
| Annual return | 18.80% | 47.52%-28.7pp | 43.64%-24.8pp | 29.38%-10.6pp |
| Employer contribution / active EE | $384 | $1,047-63.4% | $2,098-81.7% | $2,177-82.4% |
| Participant deferral / active EE | $957 | $1,870-48.8% | $2,914-67.2% | $3,514-72.8% |
| Admin fee / account holder | $138 | $496-72.1% | $4,310-96.8% | $847-83.7% |