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 CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $22,408 |
KREISCHER MILLER3 years Service code 10 · EIN 23-1980475 | Accounting | $17,165 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $7,006 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $196 |
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 | $161,228 | $65,223+147.2% | $80,019+101.5% | $55,725+189.3% |
| Participation rate | 99.2% | 80.6%+18.7pp | 75.8%+23.4pp | 70.9%+28.4pp |
| Annual return | -5.22% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $6,095 | $2,544+139.6% | $2,468+147.0% | $2,078+193.3% |
| Participant deferral / active EE | $7,135 | $3,881+83.9% | $3,686+93.6% | $3,356+112.6% |
| Admin fee / account holder | $56 | $114-50.9% | $6,521-99.1% | $115-51.3% |