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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,016 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,918 | $119,446+0.4% | $150,045-20.1% | $85,563+40.2% |
| Participation rate | 92.7% | 75.4%+17.2pp | 82.3%+10.3pp | 66.0%+26.7pp |
| Annual return | 16.76% | 23.72%-7.0pp | 62.55%-45.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,080 | $4,078-49.0% | $4,693-55.7% | $2,654-21.6% |
| Participant deferral / active EE | $8,706 | $7,985+9.0% | $7,997+8.9% | $4,375+99.0% |
| Admin fee / account holder | $193 | $548-64.8% | $13,435-98.6% | $834-76.9% |