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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,716 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,013 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $17,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,180 | $98,727+190.9% | $113,168+153.8% | $85,563+235.6% |
| Participation rate | 98.9% | 80.8%+18.1pp | 76.6%+22.3pp | 66.0%+32.9pp |
| Annual return | 15.18% | 17.43%-2.3pp | 24.27%-9.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $7,984 | $2,907+174.7% | $2,975+168.3% | $2,654+200.9% |
| Participant deferral / active EE | $18,161 | $5,424+234.8% | $5,107+255.6% | $4,375+315.1% |
| Admin fee / account holder | $213 | $357-40.2% | $12,068-98.2% | $834-74.4% |