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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $140,738 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,490 |
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
THOMPSON HINE5+ years Service code 29 · EIN 34-0575300 | Legal | $7,054 |
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 | $103,714 | $101,523+2.2% | $141,162-26.5% | $77,787+33.3% |
| Participation rate | 95.8% | 77.4%+18.5pp | 82.5%+13.4pp | 73.2%+22.6pp |
| Annual return | 23.71% | 56.22%-32.5pp | 71.39%-47.7pp | 32.57%-8.9pp |
| Employer contribution / active EE | $957 | $3,341-71.3% | $4,735-79.8% | $2,504-61.8% |
| Participant deferral / active EE | $7,576 | $6,434+17.8% | $6,709+12.9% | $3,967+91.0% |
| Admin fee / account holder | $96 | $92+4.5% | $10,261-99.1% | $100-4.4% |