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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,558 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $60,000 |
AON CONSULTING4 years Filed as: AON INVESTMENTS Service code 16 · EIN 36-3109431 | Consulting | $30,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $16,275 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,479 |
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 | $361,516 | $104,919+244.6% | $116,228+211.0% | $85,563+322.5% |
| Participation rate | 97.7% | 78.6%+19.1pp | 74.6%+23.2pp | 66.0%+31.7pp |
| Annual return | 17.74% | 15.38%+2.4pp | 90.06%-72.3pp | 31.51%-13.8pp |
| Employer contribution / active EE | $17,909 | $3,485+413.8% | $2,994+498.1% | $2,654+574.9% |
| Participant deferral / active EE | $11,396 | $5,306+114.8% | $4,953+130.1% | $4,375+160.5% |
| Admin fee / account holder | $219 | $429-49.0% | $11,989-98.2% | $834-73.8% |