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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,717 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624 | Consulting | $84,342 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $28,035 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$114,835 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,026 | $2,679,533-97.4% | $164,813-58.1% | $199,593-65.4% |
| Participation rate | 73.2% | 78.3%-5.2pp | 78.6%-5.4pp | 72.0%+1.2pp |
| Annual return | 15.97% | 17.93%-2.0pp | 69.93%-54.0pp | 34.25%-18.3pp |
| Employer contribution / active EE | $3,002 | $2,970+1.1% | $4,341-30.8% | $3,034-1.1% |
| Participant deferral / active EE | $6,401 | $5,010+27.8% | $6,031+6.1% | $5,087+25.8% |
| Admin fee / account holder | $31 | $1,982-98.4% | $12,690-99.8% | $269-88.6% |