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 9-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.2+ years Filed as: STRATEGIC CAPITAL ADVISORS Service code 16 · EIN 36-4268991 | Consulting | $62,393 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $42,400 |
Service code 19 | Securities Custodian | $21,946 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $18,400 |
Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $8,882 |
KEY BANK NATIONAL ASSOCIATION2+ years Service code 19 · EIN 34-0797057 | Securities Custodian | $8,089 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.35% | 13.03%-3.7pp | 10.36%-1.0pp | 23.90%-14.5pp |
| Employer contribution / active EE | $21,823 | $15,779+38.3% | $37,738-42.2% | $16,539+31.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |