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) | $51,106 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,975 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $112,033 | $34,934+220.7% | $56,411+98.6% | $74,495+50.4% |
| Participation rate | 79.9% | 32.8%+47.1pp | 52.5%+27.4pp | 67.2%+12.7pp |
| Annual return | 14.45% | 25.94%-11.5pp | 1701.33%-1686.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,543 | $609+646.0% | $1,039+337.4% | $2,623+73.2% |
| Participant deferral / active EE | $11,298 | $1,170+865.3% | $1,952+478.8% | $4,346+160.0% |
| Admin fee / account holder | $163 | $2,364-93.1% | $2,829-94.2% | $1,942-91.6% |