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 | $47,565 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,465 |
AMERICAN FUNDS6 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $9,000 |
KREISCHER MILLER7 years Service code 10 · EIN 23-1980475 | Accounting | $4,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,202 | $81,908+121.2% | $90,749+99.7% | $64,808+179.6% |
| Participation rate | 99.7% | 80.5%+19.3pp | 75.7%+24.0pp | 71.5%+28.3pp |
| Annual return | -15.59% | -12.53%-3.1pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $8,476 | $3,065+176.5% | $2,921+190.2% | $2,506+238.2% |
| Participant deferral / active EE | $9,364 | $4,840+93.5% | $4,564+105.2% | $4,310+117.2% |
| Admin fee / account holder | $142 | $157-9.7% | $8,445-98.3% | $188-24.4% |