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 | $30,507 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $28,140 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,391 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,805 | $101,317+5.4% | $146,958-27.3% | $74,495+43.4% |
| Participation rate | 65.5% | 75.5%-10.1pp | 82.2%-16.7pp | 67.2%-1.7pp |
| Annual return | 13.78% | 8730.91%-8717.1pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $804 | $3,810-78.9% | $4,933-83.7% | $2,623-69.3% |
| Participant deferral / active EE | $6,182 | $7,303-15.4% | $8,070-23.4% | $4,346+42.2% |
| Admin fee / account holder | $393 | $1,739-77.4% | $12,998-97.0% | $1,942-79.8% |