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) | $56,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,821 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,646 | $50,815+96.1% | $155,509-35.9% | $77,643+28.3% |
| Participation rate | 55.2% | 63.1%-8.0pp | 78.2%-23.0pp | 70.6%-15.4pp |
| Annual return | 14.79% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,163 | $1,993+8.5% | $4,672-53.7% | $2,726-20.7% |
| Participant deferral / active EE | $4,888 | $2,822+73.2% | $5,626-13.1% | $4,647+5.2% |
| Admin fee / account holder | $278 | $437-36.3% | $15,912-98.3% | $430-35.4% |