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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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,471 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $36,973 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $26,520 |
FORVIS MAZARS, LLP9+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $12,480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,217 | $77,503+28.0% | $100,391-1.2% | $80,856+22.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 11.09% | 37.20%-26.1pp | 49.20%-38.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,422 | $6,820+67.5% | $8,082+41.3% | $4,296+165.9% |
| Admin fee / account holder | $440 | $5,897-92.5% | $7,899-94.4% | $6,918-93.6% |