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 | $41,042 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $36,341 |
FORVIS MAZARS, LLP8+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $26,520 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,973 | $68,346+28.7% | $94,646-7.0% | $75,163+17.0% |
| Participation rate | 83.0% | 76.1%+6.9pp | 80.8%+2.2pp | 67.2%+15.8pp |
| Annual return | 16.22% | 616.93%-600.7pp | 156.71%-140.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $17,441 | $6,537+166.8% | $7,418+135.1% | $4,125+322.8% |
| Admin fee / account holder | $311 | $5,326-94.2% | $7,231-95.7% | $5,651-94.5% |