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) | $147,252 |
GREGORIO MARCO3 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $44,363 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $41,933 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
KAREN MEIFERT9+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $38,570 |
MAGALY NAVA2 years Service code 30 · EIN 20-5002115 | Employee (plan) | $32,443 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $31,268 |
JAMES A. REICHERT2 years Filed as: JAMES FEINBERG Service code 30 · EIN 20-5002115 | Employee (plan) | $30,311 |
PATRICK MCCULLOUGH3 years Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 20-5002115 | Plan Administrator | $26,575 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $17,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,412 | $241,101-6.1% | $103,333+119.1% | $199,593+13.4% |
| Participation rate | 99.9% | 78.3%+21.7pp | 74.5%+25.4pp | 72.0%+28.0pp |
| Annual return | 18.05% | 17.80%+0.2pp | 24.88%-6.8pp | 34.25%-16.2pp |
| Employer contribution / active EE | $22,774 | $4,244+436.6% | $3,868+488.8% | $3,034+650.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $226 | $288-21.5% | $8,355-97.3% | $269-16.0% |