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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $224,863 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $74,967 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,246 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $16,198 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,665 | $96,486+191.9% | $153,485+83.5% | $77,643+262.8% |
| Participation rate | 97.8% | 81.6%+16.1pp | 77.1%+20.7pp | 70.6%+27.2pp |
| Annual return | 15.96% | 14.44%+1.5pp | 15.65%+0.3pp | 31.24%-15.3pp |
| Employer contribution / active EE | $7,231 | $5,224+38.4% | $5,039+43.5% | $2,726+165.3% |
| Participant deferral / active EE | $13,762 | $6,609+108.2% | $6,757+103.7% | $4,647+196.1% |
| Admin fee / account holder | $270 | $182+47.9% | $12,724-97.9% | $430-37.3% |