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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $43,200 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $613 |
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 | $138,117 | $96,484+43.2% | $156,263-11.6% | $74,304+85.9% |
| Participation rate | 82.0% | 67.7%+14.3pp | 78.9%+3.1pp | 60.3%+21.6pp |
| Annual return | 15.68% | 17.73%-2.0pp | 59.47%-43.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $271 | $2,528-89.3% | $4,333-93.8% | $2,241-87.9% |
| Participant deferral / active EE | $7,840 | $4,286+82.9% | $6,158+27.3% | $3,767+108.1% |
| Admin fee / account holder | $359 | $3,728-90.4% | $14,255-97.5% | $2,969-87.9% |