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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,102 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $99,028 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $75,736 |
LBMC, PC5 years Service code 10 · EIN 62-1199757 | Accounting | $27,000 |
BAKER & HOSTETLER LLP2 years Service code 29 · EIN 34-0082025 | Legal | $16,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,438 | $2,679,533-96.1% | $164,813-36.6% | $199,593-47.7% |
| Participation rate | 97.6% | 78.3%+19.3pp | 78.6%+19.0pp | 72.0%+25.6pp |
| Annual return | 13.59% | 17.93%-4.3pp | 69.93%-56.3pp | 34.25%-20.7pp |
| Employer contribution / active EE | $6,410 | $2,970+115.8% | $4,341+47.7% | $3,034+111.3% |
| Participant deferral / active EE | $7,253 | $5,010+44.8% | $6,031+20.3% | $5,087+42.6% |
| Admin fee / account holder | $99 | $1,982-95.0% | $12,690-99.2% | $269-63.0% |