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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $293,787 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $80,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,736 | $122,186-31.5% | $146,958-43.0% | $199,593-58.0% |
| Participation rate | 94.9% | 78.3%+16.6pp | 82.2%+12.7pp | 72.0%+22.9pp |
| Annual return | 18.09% | 30.56%-12.5pp | 418.34%-400.3pp | 34.25%-16.2pp |
| Employer contribution / active EE | $2,439 | $4,093-40.4% | $4,933-50.6% | $3,034-19.6% |
| Participant deferral / active EE | $8,391 | $8,502-1.3% | $8,070+4.0% | $5,087+65.0% |
| Admin fee / account holder | $110 | $179-38.4% | $12,998-99.2% | $269-59.0% |