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 | $59,470 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,695 | $101,317+16.2% | $146,958-19.9% | $74,495+58.0% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.2%+13.5pp | 67.2%+28.5pp |
| Annual return | 13.32% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,161 | $3,810+9.2% | $4,933-15.6% | $2,623+58.6% |
| Participant deferral / active EE | $10,152 | $7,303+39.0% | $8,070+25.8% | $4,346+133.6% |
| Admin fee / account holder | $280 | $1,739-83.9% | $12,998-97.8% | $1,942-85.6% |