Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $141,455 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,262 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,258 | $53,199+67.8% | $155,567-42.6% | $199,768-55.3% |
| Participation rate | 81.1% | 64.1%+17.0pp | 78.2%+2.9pp | 72.0%+9.1pp |
| Annual return | 18.65% | 41.17%-22.5pp | 64.74%-46.1pp | 34.26%-15.6pp |
| Employer contribution / active EE | $3,703 | $1,852+99.9% | $4,674-20.8% | $3,037+21.9% |
| Participant deferral / active EE | $9,304 | $3,163+194.2% | $5,628+65.3% | $5,090+82.8% |
| Admin fee / account holder | $104 | $186-43.9% | $15,916-99.3% | $269-61.3% |