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 |
|---|---|---|
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $166,041 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,013 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $53,232 |
KREISCHER MILLER9 years Service code 10 · EIN 23-1980475 | Accounting | $38,382 |
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 | $282,784 | $112,623+151.1% | $106,213+166.2% | $199,593+41.7% |
| Participation rate | 99.5% | 86.2%+13.3pp | 75.3%+24.3pp | 72.0%+27.6pp |
| Annual return | 16.27% | 15.57%+0.7pp | 116.14%-99.9pp | 34.25%-18.0pp |
| Employer contribution / active EE | $10,474 | $4,575+128.9% | $3,171+230.3% | $3,034+245.2% |
| Participant deferral / active EE | $12,099 | $6,659+81.7% | $5,016+141.2% | $5,087+137.9% |
| Admin fee / account holder | $97 | $107-9.5% | $11,033-99.1% | $269-64.0% |