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 | $151,080 |
CREATIVE PLANNING LLC3 years Service code 16 · EIN 84-4519624 | Consulting | $37,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,498 | $119,446-26.7% | $150,045-41.7% | $85,563+2.3% |
| Participation rate | 90.2% | 75.4%+14.8pp | 82.3%+7.9pp | 66.0%+24.2pp |
| Annual return | 24.31% | 23.72%+0.6pp | 62.55%-38.2pp | 31.51%-7.2pp |
| Employer contribution / active EE | $3,534 | $4,078-13.3% | $4,693-24.7% | $2,654+33.2% |
| Participant deferral / active EE | $10,729 | $7,985+34.4% | $7,997+34.2% | $4,375+145.2% |
| Admin fee / account holder | $184 | $548-66.4% | $13,435-98.6% | $834-78.0% |