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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,276 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,163 |
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.)
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 | $48,330 | $35,197+37.3% | $53,898-10.3% | $102,872-53.0% |
| Participation rate | 10.8% | 29.6%-18.8pp | 55.0%-44.2pp | 73.0%-62.2pp |
| Annual return | 16.58% | 17.55%-1.0pp | 528.60%-512.0pp | 19.06%-2.5pp |
| Employer contribution / active EE | $0 | $713-100.0% | $932-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $445 | $1,333-66.6% | $1,826-75.6% | $5,535-92.0% |
| Admin fee / account holder | $335 | $834-59.8% | $2,491-86.5% | $292+14.8% |