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) | $49,028 |
MARINER LLC7 years Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 20-4553256 | Advisory (Participants) | $32,304 |
BAHL & GAYNOR10+ years Filed as: BAHL AND GAYNOR Service code 16 · EIN 31-1297139 | Consulting | $30,912 |
HORAN SECURITIES INC10+ years Filed as: HORAN SECURITIES Service code 16 · EIN 31-1448612 | Consulting | $26,000 |
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $6,152 |
Filed as: CLARK SCHAEFFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $5,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$196,626 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,827 | $122,186+70.9% | $146,958+42.1% | $199,593+4.6% |
| Participation rate | 97.1% | 78.3%+18.8pp | 82.2%+14.9pp | 72.0%+25.1pp |
| Annual return | 15.58% | 30.56%-15.0pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $9,999 | $4,093+144.3% | $4,933+102.7% | $3,034+229.5% |
| Participant deferral / active EE | $9,862 | $8,502+16.0% | $8,070+22.2% | $5,087+93.9% |
| Admin fee / account holder | $287 | $179+60.7% | $12,998-97.8% | $269+6.8% |