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 | $78,804 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $60,000 |
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 | $116,317 | $42,886+171.2% | $88,946+30.8% | $85,563+35.9% |
| Participation rate | 97.2% | 37.9%+59.3pp | 68.8%+28.4pp | 66.0%+31.2pp |
| Annual return | 19.93% | 44.56%-24.6pp | 57.82%-37.9pp | 31.51%-11.6pp |
| Employer contribution / active EE | $5,036 | $1,147+339.1% | $2,555+97.1% | $2,654+89.8% |
| Participant deferral / active EE | $20,967 | $2,108+894.6% | $4,581+357.6% | $4,375+379.2% |
| Admin fee / account holder | $117 | $2,263-94.8% | $8,261-98.6% | $834-86.0% |