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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,235 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $34,168 |
Service code 10 · EIN 56-0571159 | Accounting | $12,811 |
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 | $106,237 | $106,028+0.2% | $146,958-27.7% | $77,643+36.8% |
| Participation rate | 94.5% | 78.4%+16.1pp | 82.2%+12.3pp | 70.6%+23.9pp |
| Annual return | 15.11% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,192 | $4,063-46.1% | $4,933-55.6% | $2,726-19.6% |
| Participant deferral / active EE | $8,749 | $7,990+9.5% | $8,070+8.4% | $4,647+88.3% |
| Admin fee / account holder | $209 | $337-38.1% | $12,998-98.4% | $430-51.4% |