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 | $186,666 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,675 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
THOMPSON HINE7+ years Service code 29 · EIN 34-0575300 | Legal | $54,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,174 | $120,450+16.4% | $159,436-12.1% | $93,030+50.7% |
| Participation rate | 94.0% | 78.0%+16.1pp | 82.8%+11.2pp | 73.9%+20.1pp |
| Annual return | 15.77% | 27.11%-11.3pp | 263.57%-247.8pp | 158.70%-142.9pp |
| Employer contribution / active EE | $1,404 | $3,526-60.2% | $4,829-70.9% | $2,706-48.1% |
| Participant deferral / active EE | $7,973 | $7,283+9.5% | $7,352+8.5% | $4,562+74.8% |
| Admin fee / account holder | $144 | $137+5.0% | $10,799-98.7% | $152-5.3% |