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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $121,311 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $40,578 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,345 | $105,179-76.9% | $64,056-62.0% | $80,160-69.6% |
| Participation rate | 58.8% | 73.5%-14.8pp | 72.3%-13.5pp | 72.9%-14.2pp |
| Annual return | 19.14% | 20.34%-1.2pp | 33.69%-14.6pp | 40.38%-21.2pp |
| Employer contribution / active EE | $987 | $3,311-70.2% | $2,747-64.1% | $2,978-66.9% |
| Participant deferral / active EE | $2,106 | $4,020-47.6% | $3,880-45.7% | $5,017-58.0% |
| Admin fee / account holder | $168 | $113+48.4% | $3,068-94.5% | $145+16.0% |