Filed September 9, 2024
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 Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $86,906 |
GRAY, GRAY & GRAY4 years Filed as: GRAY GRAY & GRAY Service code 10 · EIN 04-2088368 | Accounting | $9,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$202,476 |
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 | $131,064 | $92,055+42.4% | $106,213+23.4% | $77,643+68.8% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 17.72% | 17.91%-0.2pp | 116.14%-98.4pp | 31.24%-13.5pp |
| Employer contribution / active EE | $7,415 | $3,367+120.2% | $3,171+133.8% | $2,726+172.0% |
| Participant deferral / active EE | $16,904 | $5,386+213.9% | $5,016+237.0% | $4,647+263.7% |
| Admin fee / account holder | -$94 | $219-143.0% | $11,033-100.9% | $430-121.9% |