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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $146,163 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $52,500 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $17,500 |
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 | $92,182 | $58,644+57.2% | $177,989-48.2% | $199,593-53.8% |
| Participation rate | 72.5% | 65.5%+7.0pp | 77.1%-4.6pp | 72.0%+0.5pp |
| Annual return | 16.59% | 19.25%-2.7pp | 294.48%-277.9pp | 34.25%-17.7pp |
| Employer contribution / active EE | $3,246 | $1,801+80.2% | $3,949-17.8% | $3,034+7.0% |
| Participant deferral / active EE | $7,985 | $4,248+88.0% | $6,276+27.2% | $5,087+57.0% |
| Admin fee / account holder | $146 | $145+0.3% | $10,363-98.6% | $269-45.8% |