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 | $181,835 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,489 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
THOMPSON HINE6+ years Service code 29 · EIN 34-0575300 | Legal | $38,965 |
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 | $123,031 | $127,481-3.5% | $149,696-17.8% | $90,288+36.3% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.5%+14.4pp | 73.4%+23.5pp |
| Annual return | 19.37% | 57.78%-38.4pp | 276.60%-257.2pp | 53.97%-34.6pp |
| Employer contribution / active EE | $1,152 | $3,448-66.6% | $4,644-75.2% | $2,524-54.4% |
| Participant deferral / active EE | $8,372 | $6,975+20.0% | $6,842+22.4% | $4,232+97.8% |
| Admin fee / account holder | $127 | $152-16.5% | $9,309-98.6% | $114+11.0% |