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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT SERVICES Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,332 |
CHERNOFF DIAMOND & CO., LLC2+ years Filed as: CHERNOFF DIAMOND Service code 11 · EIN 11-2836994 | Actuarial | $26,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,172 |
MARTIN FLEISHER, JD1 year Filed as: MARTIN FLEISHER, JD PC Service code 29 · EIN 20-0357886 | Legal | $11,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$288,228 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $400,659 | $155,795+157.2% | $136,294+194.0% | $69,631+475.4% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 12.57% | 232464.33%-232451.8pp | 5155.94%-5143.4pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $9,650 | $2,991+222.6% | $4,695+105.5% | $2,032+374.8% |
| Participant deferral / active EE | $11,981 | $5,394+122.1% | $6,247+91.8% | $3,224+271.6% |
| Admin fee / account holder | $127 | $128-1.0% | $9,243-98.6% | $110+15.0% |