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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $44,729 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,730 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,433 | $106,028-35.5% | $146,958-53.4% | $77,643-11.9% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 166.30% | 56.73%+109.6pp | 418.34%-252.0pp | 31.24%+135.1pp |
| Employer contribution / active EE | $3,520 | $4,063-13.4% | $4,933-28.7% | $2,726+29.1% |
| Participant deferral / active EE | $10,104 | $7,990+26.5% | $8,070+25.2% | $4,647+117.4% |
| Admin fee / account holder | $161 | $337-52.3% | $12,998-98.8% | $430-62.6% |