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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $74,963 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,787 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,087 | $115,744+21.9% | $100,391+40.5% | $199,593-29.3% |
| Participation rate | 94.0% | 85.7%+8.3pp | 81.5%+12.5pp | 72.0%+22.0pp |
| Annual return | 18.50% | 17.79%+0.7pp | 49.20%-30.7pp | 34.25%-15.7pp |
| Employer contribution / active EE | $6,803 | $3,657+86.0% | $3,942+72.6% | $3,034+124.2% |
| Participant deferral / active EE | $17,472 | $9,844+77.5% | $8,082+116.2% | $5,087+243.5% |
| Admin fee / account holder | $78 | $93-16.2% | $7,899-99.0% | $269-71.1% |