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 | $118,085 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $53,597 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,037 | $84,030-21.4% | $126,539-47.8% | $102,872-35.8% |
| Participation rate | 20.7% | 58.3%-37.6pp | 69.8%-49.2pp | 73.0%-52.4pp |
| Annual return | 16.69% | 17.79%-1.1pp | 425.95%-409.3pp | 19.06%-2.4pp |
| Employer contribution / active EE | $103 | $3,287-96.9% | $3,674-97.2% | $3,526-97.1% |
| Participant deferral / active EE | $1,071 | $3,749-71.4% | $4,083-73.8% | $5,535-80.7% |
| Admin fee / account holder | $140 | $299-53.2% | $6,065-97.7% | $292-52.1% |