See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $334,823 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,496 |
AMERICAN FUNDS8+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $63,150 |
KREISCHER MILLER7 years Service code 10 · EIN 23-1980475 | Accounting | $21,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,907 | $136,266+60.6% | $90,749+141.2% | $77,904+181.0% |
| Participation rate | 99.7% | 86.6%+13.1pp | 75.7%+24.0pp | 73.7%+26.1pp |
| Annual return | -14.90% | -11.32%-3.6pp | -12.16%-2.7pp | 12.21%-27.1pp |
| Employer contribution / active EE | $9,756 | $4,215+131.5% | $2,921+234.0% | $2,848+242.6% |
| Participant deferral / active EE | $11,285 | $6,353+77.6% | $4,564+147.3% | $4,806+134.8% |
| Admin fee / account holder | $128 | $399-67.9% | $8,445-98.5% | $133-3.4% |