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 ADVISO11+ years Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $121,106 |
Filed as: SOLXSYS ADMINSTRATIVE SOLUTIONS Service code 14 · EIN 83-2454243 | Plan Administrator | $80,160 |
CUNI, RUST & STRENK4 years Service code 11 · EIN 31-1227755 | Actuarial | $44,900 |
ASCENSUS LLC11+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $43,957 |
CLARK, SCHAEFER, HACKETT & CO.10+ years Service code 10 · EIN 31-0800053 | Accounting | $34,000 |
Filed as: JOHN HANCOCK Service code 21 · EIN 01-2333346 | Bank Trustee | $33,364 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION Service code 28 230 PARK AVE. · NEW YORK, NY 10189 | Investment Management | $31,297 |
NATIONAL INVESTMENT SERVICES11+ years Service code 28 · EIN 80-0169636 | Investment Management | $30,981 |
PNC BANK, N.A.2 years Filed as: PNC INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $19,118 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $17,796 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 12.71% | 9.24%+3.5pp | 9.65%+3.1pp | 10.71%+2.0pp |
| Employer contribution / active EE | $17,346 | $14,215+22.0% | $26,259-33.9% | $14,986+15.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |