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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,494 |
FID INV INST OPS CO4 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,750 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $16,250 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
PLR FINANCIAL PARTNE1 year Service code 27 P.O. BOX 770002 · CINCINNATI, OH 452770086 | Advisory (Plan) | $5,786 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,946 | $128,056+56.1% | $146,958+36.1% | $106,382+88.0% |
| Participation rate | 74.0% | 67.2%+6.8pp | 82.2%-8.1pp | 69.9%+4.2pp |
| Annual return | 13.88% | 17.89%-4.0pp | 418.34%-404.5pp | 17.37%-3.5pp |
| Employer contribution / active EE | $9,181 | $3,384+171.3% | $4,933+86.1% | $3,364+173.0% |
| Participant deferral / active EE | $0 | $7,674-100.0% | $8,070-100.0% | $5,569-100.0% |
| Admin fee / account holder | $33 | $89-62.4% | $12,998-99.7% | $79-58.0% |