See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,905 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $73,529 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,461 | $122,186-25.1% | $146,958-37.8% | $199,593-54.2% |
| Participation rate | 94.6% | 78.3%+16.4pp | 82.2%+12.5pp | 72.0%+22.7pp |
| Annual return | 15.90% | 30.56%-14.7pp | 418.34%-402.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $3,288 | $4,093-19.7% | $4,933-33.3% | $3,034+8.4% |
| Participant deferral / active EE | $7,163 | $8,502-15.8% | $8,070-11.2% | $5,087+40.8% |
| Admin fee / account holder | $139 | $179-22.2% | $12,998-98.9% | $269-48.3% |