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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,698 |
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $30,619 |
AMERICAN FUNDS8 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $6,768 |
KREISCHER MILLER9 years Service code 10 · EIN 23-1980475 | Accounting | $4,360 |
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 | $255,538 | $92,055+177.6% | $106,213+140.6% | $77,643+229.1% |
| Participation rate | 99.5% | 81.0%+18.5pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 15.98% | 17.91%-1.9pp | 116.14%-100.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $8,171 | $3,367+142.7% | $3,171+157.6% | $2,726+199.8% |
| Participant deferral / active EE | $9,927 | $5,386+84.3% | $5,016+97.9% | $4,647+113.6% |
| Admin fee / account holder | $141 | $219-35.4% | $11,033-98.7% | $430-67.1% |