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 |
|---|---|---|
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478098 | Accounting | $22,948 |
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 16 · EIN 04-2647786 | Consulting | $6,606 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $217 |
Filed as: MUTUAL OF AMERICA Service code 18 · EIN 13-3590918 | Custodial (other than securities) | $179 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2 |
FID INV INST OPS CO5 years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,464 | $73,867-42.5% | $143,757-70.5% | $68,494-38.0% |
| Participation rate | 71.3% | 66.7%+4.6pp | 80.3%-9.0pp | 67.9%+3.4pp |
| Annual return | -14.10% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,340 | $3,184-57.9% | $4,951-72.9% | $2,596-48.4% |
| Participant deferral / active EE | $2,624 | $3,384-22.5% | $5,637-53.4% | $4,027-34.8% |
| Admin fee / account holder | $232 | $5,755-96.0% | $14,673-98.4% | $5,403-95.7% |