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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,388 |
KAREN MEIFERT8+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $116,176 |
JAMES A. REICHERT1 year Filed as: JAMES FEINBERG Service code 30 · EIN 20-5002115 | Employee (plan) | $42,188 |
GREGORIO MARCO2 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $41,666 |
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
MAGALY NAVA1 year Service code 30 · EIN 20-5002115 | Employee (plan) | $28,389 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $28,024 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $26,668 |
PATRICK MCCULLOUGH2 years Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 20-5002115 | Plan Administrator | $26,643 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $23,790 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,477 | $88,480+118.7% | $96,683+100.1% | $80,160+141.4% |
| Participation rate | 99.7% | 79.9%+19.8pp | 74.3%+25.3pp | 72.9%+26.7pp |
| Annual return | 1.26% | 22.53%-21.3pp | 35.69%-34.4pp | 40.38%-39.1pp |
| Employer contribution / active EE | $18,231 | $4,176+336.5% | $3,737+387.9% | $2,978+512.2% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $258 | $212+21.7% | $6,730-96.2% | $145+77.8% |