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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $512,454 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $456,267 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $163,373 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $48,750 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $40,550 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,059 | $128,056+126.5% | $146,958+97.4% | $106,382+172.7% |
| Participation rate | 83.2% | 67.2%+16.0pp | 82.2%+1.1pp | 69.9%+13.3pp |
| Annual return | 14.52% | 17.89%-3.4pp | 418.34%-403.8pp | 17.37%-2.9pp |
| Employer contribution / active EE | $2,183 | $3,384-35.5% | $4,933-55.7% | $3,364-35.1% |
| Participant deferral / active EE | $14,057 | $7,674+83.2% | $8,070+74.2% | $5,569+152.4% |
| Admin fee / account holder | $69 | $89-22.0% | $12,998-99.5% | $79-12.7% |