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) | $30,314 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $9,543 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $969 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,815 | $88,087+57.6% | $164,866-15.8% | $74,546+86.2% |
| Participation rate | 81.8% | 73.1%+8.7pp | 78.6%+3.2pp | 67.2%+14.6pp |
| Annual return | 14.14% | 17.27%-3.1pp | 69.97%-55.8pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $336 | $2,595-87.1% | $4,343-92.3% | $2,624-87.2% |
| Participant deferral / active EE | $7,259 | $4,499+61.3% | $6,033+20.3% | $4,347+67.0% |
| Admin fee / account holder | $335 | $2,232-85.0% | $12,689-97.4% | $1,944-82.8% |