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) | $71,910 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,154 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,797 | $88,890-5.7% | $102,423-18.2% | $77,643+7.9% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.6pp |
| Annual return | 16.54% | 24.98%-8.4pp | 29.32%-12.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,983 | $2,698+10.6% | $3,023-1.3% | $2,726+9.4% |
| Participant deferral / active EE | $6,164 | $5,145+19.8% | $5,053+22.0% | $4,647+32.6% |
| Admin fee / account holder | $99 | $235-58.0% | $9,451-99.0% | $430-77.0% |