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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $164,922 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $48,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,387 | $131,153-14.3% | $101,326+10.9% | $102,872+9.2% |
| Participation rate | 62.7% | 80.8%-18.1pp | 81.5%-18.8pp | 73.0%-10.3pp |
| Annual return | 17.11% | 23.05%-5.9pp | 36.82%-19.7pp | 19.06%-2.0pp |
| Employer contribution / active EE | $2,075 | $3,900-46.8% | $3,665-43.4% | $3,526-41.2% |
| Participant deferral / active EE | $5,391 | $10,801-50.1% | $7,994-32.6% | $5,535-2.6% |
| Admin fee / account holder | $149 | $140+7.0% | $11,185-98.7% | $292-48.9% |