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 | $34,575 |
KREISCHER MILLER5 years Service code 10 · EIN 23-1980475 | Accounting | $9,486 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,882 |
AMERICAN FUNDS4 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $7,720 |
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 | $225,274 | $85,135+164.6% | $98,907+127.8% | $73,409+206.9% |
| Participation rate | 99.0% | 81.1%+17.8pp | 76.0%+22.9pp | 72.2%+26.8pp |
| Annual return | 15.51% | 19.14%-3.6pp | 196.43%-180.9pp | 59.29%-43.8pp |
| Employer contribution / active EE | $6,676 | $2,721+145.4% | $2,689+148.3% | $2,234+198.9% |
| Participant deferral / active EE | $8,187 | $4,349+88.2% | $4,244+92.9% | $3,805+115.1% |
| Admin fee / account holder | $100 | $139-28.5% | $6,642-98.5% | $158-36.9% |