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 Service code 27 · EIN 84-4519624 | Advisory (Plan) | $56,831 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,872 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,251 | $106,110-57.4% | $147,005-69.2% | $77,671-41.7% |
| Participation rate | 73.4% | 78.4%-5.0pp | 82.2%-8.8pp | 70.6%+2.8pp |
| Annual return | 17.88% | 56.77%-38.9pp | 418.76%-400.9pp | 31.21%-13.3pp |
| Employer contribution / active EE | $1,566 | $4,065-61.5% | $4,934-68.3% | $2,726-42.6% |
| Participant deferral / active EE | $5,646 | $7,992-29.3% | $8,070-30.0% | $4,648+21.5% |
| Admin fee / account holder | $55 | $338-83.8% | $13,006-99.6% | $430-87.3% |