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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $62,118 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,362 |
HANCOCK ASKEW & CO., LLP4 years Service code 10 · EIN 58-0662558 | Accounting | $8,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,481 | $101,317+41.6% | $146,958-2.4% | $74,495+92.6% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 17.67% | 8730.91%-8713.2pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $4,039 | $3,810+6.0% | $4,933-18.1% | $2,623+54.0% |
| Participant deferral / active EE | $15,394 | $7,303+110.8% | $8,070+90.8% | $4,346+254.2% |
| Admin fee / account holder | $313 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |