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 | $76,734 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $60,000 |
ROBERTSON & ROBERTSON, PLLC2 years Filed as: ROBERTSON & ROBERTSON PLLC Service code 10 · EIN 26-1631123 | Accounting | $14,000 |
Filed as: LOCKTON PARTNERS, LLC Service code 16 · EIN 81-2119527 | Consulting | $10,500 |
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 | $237,553 | $119,446+98.9% | $150,045+58.3% | $85,563+177.6% |
| Participation rate | 91.5% | 75.4%+16.0pp | 82.3%+9.2pp | 66.0%+25.5pp |
| Annual return | 16.94% | 23.72%-6.8pp | 62.55%-45.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $5,178 | $4,078+27.0% | $4,693+10.3% | $2,654+95.1% |
| Participant deferral / active EE | $15,051 | $7,985+88.5% | $7,997+88.2% | $4,375+244.0% |
| Admin fee / account holder | $158 | $548-71.1% | $13,435-98.8% | $834-81.0% |