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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $322,975 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $281,982 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $53,917 |
Filed as: BERNARD ROBINSON & COMPANY LLP Service code 10 · EIN 56-0571159 | Accounting | $16,500 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,000 |
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 | $129,125 | $145,516-11.3% | $184,203-29.9% | $99,062+30.3% |
| Participation rate | 85.2% | 90.3%-5.0pp | 86.8%-1.6pp | 71.6%+13.6pp |
| Annual return | 17.72% | 21.23%-3.5pp | 28.81%-11.1pp | 17.66%+0.1pp |
| Employer contribution / active EE | $2,539 | $5,354-52.6% | $6,427-60.5% | $3,262-22.2% |
| Participant deferral / active EE | $9,005 | $8,423+6.9% | $9,131-1.4% | $5,331+68.9% |
| Admin fee / account holder | $106 | $78+35.9% | $13,901-99.2% | $109-3.1% |