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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 12 · EIN 04-2647786 | Claims processing; Sub-transfer agenc... | $191,994 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,243 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $26,000 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $19,807 |
BAKER TILLY US, LLP2 years Filed as: BAKER & HOSTELTER Service code 16 · EIN 34-0082025 | Consulting | $6,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,242 | $59,339+33.5% | $149,673-47.1% | $103,482-23.4% |
| Participation rate | 89.3% | 70.2%+19.1pp | 78.8%+10.5pp | 73.3%+16.0pp |
| Annual return | 18.19% | 77.78%-59.6pp | 134.42%-116.2pp | 33.11%-14.9pp |
| Employer contribution / active EE | $1,149 | $2,178-47.3% | $4,818-76.2% | $3,208-64.2% |
| Participant deferral / active EE | $1,971 | $3,716-46.9% | $5,680-65.3% | $5,207-62.1% |
| Admin fee / account holder | $51 | $103-50.5% | $13,210-99.6% | $114-55.4% |