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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,099 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $54,132 |
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
MAGALY NAVA3 years Service code 30 · EIN 20-5002115 | Employee (plan) | $34,146 |
GREGORIO MARCO4 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 99-0408958 | Legal | $32,156 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $31,548 |
THE SEGAL COMPANY10+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $14,415 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $10,754 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, LLC Service code 15 · EIN 47-0900880 | Recordkeeping | $9,358 |
RICHARD J. WOLF & COMPANY9 years Filed as: RICHARD WOLF & CO Service code 15 · EIN 36-3182363 | Recordkeeping | $7,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,868 | $103,641+140.1% | $107,525+131.5% | $102,872+141.9% |
| Participation rate | 92.6% | 79.4%+13.2pp | 75.1%+17.5pp | 73.0%+19.6pp |
| Annual return | 9.72% | 13.08%-3.4pp | 181.32%-171.6pp | 19.06%-9.3pp |
| Employer contribution / active EE | $22,305 | $5,096+337.7% | $3,754+494.2% | $3,526+532.5% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $196 | $276-29.1% | $8,919-97.8% | $292-33.0% |