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 | $73,678 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $71,089 |
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 | $141,666 | $119,446+18.6% | $150,045-5.6% | $85,563+65.6% |
| Participation rate | 96.7% | 75.4%+21.3pp | 82.3%+14.4pp | 66.0%+30.7pp |
| Annual return | 22.11% | 23.72%-1.6pp | 62.55%-40.4pp | 31.51%-9.4pp |
| Employer contribution / active EE | $5,845 | $4,078+43.3% | $4,693+24.5% | $2,654+120.3% |
| Participant deferral / active EE | $12,953 | $7,985+62.2% | $7,997+62.0% | $4,375+196.1% |
| Admin fee / account holder | $141 | $548-74.3% | $13,435-99.0% | $834-83.1% |