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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $190,862 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,440 |
AMERICAN FUNDS6+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $52,280 |
KREISCHER MILLER5 years Service code 10 · EIN 23-1980475 | Accounting | $31,745 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,678 | $105,190+146.9% | $98,907+162.5% | $90,288+187.6% |
| Participation rate | 99.8% | 86.4%+13.4pp | 76.0%+23.7pp | 73.4%+26.4pp |
| Annual return | 17.22% | 18.52%-1.3pp | 196.43%-179.2pp | 53.97%-36.7pp |
| Employer contribution / active EE | $9,204 | $3,831+140.3% | $2,689+242.3% | $2,524+264.6% |
| Participant deferral / active EE | $10,556 | $5,616+88.0% | $4,244+148.7% | $4,232+149.4% |
| Admin fee / account holder | $86 | $97-11.5% | $6,642-98.7% | $114-24.4% |