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 LLC1 year Service code 16 · EIN 84-4519624 | Consulting | $27,650 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,153 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,032 | $102,317-57.9% | $146,958-70.7% | $80,856-46.8% |
| Participation rate | 84.5% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 17.72% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,309 | $3,713-37.8% | $4,933-53.2% | $2,755-16.2% |
| Participant deferral / active EE | $7,681 | $6,644+15.6% | $8,070-4.8% | $4,296+78.8% |
| Admin fee / account holder | $257 | $7,941-96.8% | $12,998-98.0% | $6,918-96.3% |