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 | $103,975+8.1% | $96,576+16.4% | $103,975+8.1% |
| Participation rate | 62.7% | 72.5%-9.8pp | 81.4%-18.7pp | 72.5%-9.8pp |
| Annual return | 17.11% | 19.41%-2.3pp | 38.47%-21.4pp | 19.41%-2.3pp |
| Employer contribution / active EE | $2,075 | $3,722-44.3% | $3,553-41.6% | $3,722-44.3% |
| Participant deferral / active EE | $5,391 | $5,343+0.9% | $7,956-32.2% | $5,343+0.9% |
| Admin fee / account holder | $149 | $332-55.1% | $11,381-98.7% | $332-55.1% |