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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $13,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$39,339 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,959 | $88,982-16.9% | $102,438-27.8% | $77,671-4.8% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+23.0pp |
| Annual return | 12.03% | 25.01%-13.0pp | 29.37%-17.3pp | 31.21%-19.2pp |
| Employer contribution / active EE | $2,183 | $2,698-19.1% | $3,024-27.8% | $2,726-19.9% |
| Participant deferral / active EE | $7,665 | $5,144+49.0% | $5,054+51.7% | $4,648+64.9% |
| Admin fee / account holder | -$37 | $236-115.9% | $9,448-100.4% | $430-108.7% |