See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,314 |
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $21,951 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $14,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $44,676 | $92,055-51.5% | $106,213-57.9% | $77,643-42.5% |
| Participation rate | 35.9% | 81.0%-45.2pp | 75.3%-39.4pp | 70.6%-34.7pp |
| Annual return | 15.67% | 17.91%-2.2pp | 116.14%-100.5pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,180 | $3,367-65.0% | $3,171-62.8% | $2,726-56.7% |
| Participant deferral / active EE | $2,218 | $5,386-58.8% | $5,016-55.8% | $4,647-52.3% |
| Admin fee / account holder | $178 | $219-18.5% | $11,033-98.4% | $430-58.5% |