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 | $12,446 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $8,822 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,295 | $79,171+35.5% | $102,423+4.8% | $74,495+44.0% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 16.25% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,579 | $2,362-33.2% | $3,023-47.8% | $2,623-39.8% |
| Participant deferral / active EE | $5,353 | $4,415+21.2% | $5,053+5.9% | $4,346+23.2% |
| Admin fee / account holder | $113 | $2,001-94.4% | $9,451-98.8% | $1,942-94.2% |