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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,343 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $23,206 |
FORVIS MAZARS, LLP7+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $23,000 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $19,434 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,877 | $58,320+26.7% | $86,436-14.5% | $66,914+10.4% |
| Participation rate | 76.9% | 78.6%-1.7pp | 80.3%-3.4pp | 69.8%+7.1pp |
| Annual return | -16.47% | -9.71%-6.8pp | 4394.89%-4411.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,089 | $6,899+2.7% | $6,952+2.0% | $4,237+67.3% |
| Admin fee / account holder | $317 | $546-41.9% | $6,731-95.3% | $593-46.5% |