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 | $106,028-57.3% | $146,958-69.2% | $77,643-41.7% |
| Participation rate | 73.4% | 78.4%-5.0pp | 82.2%-8.8pp | 70.6%+2.8pp |
| Annual return | 17.88% | 56.73%-38.9pp | 418.34%-400.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,566 | $4,063-61.5% | $4,933-68.3% | $2,726-42.6% |
| Participant deferral / active EE | $5,646 | $7,990-29.3% | $8,070-30.0% | $4,647+21.5% |
| Admin fee / account holder | $55 | $337-83.8% | $12,998-99.6% | $430-87.3% |