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 CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $116,151 |
Service code 14 · EIN 83-2454243 | Plan Administrator | $70,075 |
CUNI, RUST & STRENK3 years Service code 11 · EIN 31-1227755 | Actuarial | $49,650 |
Service code 10 · EIN 31-0800053 | Accounting | $42,121 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION Service code 28 230 PARK AVE. · NEW YORK, NY 10189 | Investment Management | $36,317 |
ASCENSUS LLC10+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $33,478 |
Filed as: JOHN HANCOCK Service code 21 · EIN 01-2333346 | Bank Trustee | $28,691 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 80-0169636 | Investment Management | $26,710 |
PNC BANK, N.A.1 year Filed as: PNC INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $18,314 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $16,915 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.60% | 11.08%+1.5pp | 8.09%+4.5pp | 8.76%+3.8pp |
| Employer contribution / active EE | $16,554 | $13,910+19.0% | $28,674-42.3% | $16,640-0.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |