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 9-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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,243,767 |
Filed as: FIDELITY INVEST INST OPR CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,680,475 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $116,621 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $55,456 |
FOLEY & LARDNER LLP7 years Service code 16 · EIN 39-0473800 | Consulting | $40,263 |
WIPFLI LLP8 years Service code 16 · EIN 39-0758449 | Consulting | $26,076 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $9,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,372 | $142,480+20.3% | $112,040+53.0% | $142,480+20.3% |
| Participation rate | 87.2% | 76.2%+11.0pp | 76.5%+10.7pp | 76.2%+11.0pp |
| Annual return | 13.25% | 16.32%-3.1pp | 24.52%-11.3pp | 16.32%-3.1pp |
| Employer contribution / active EE | $5,013 | $3,867+29.6% | $2,954+69.7% | $3,867+29.6% |
| Participant deferral / active EE | $8,919 | $6,807+31.0% | $5,098+75.0% | $6,807+31.0% |
| Admin fee / account holder | $93 | $307-69.8% | $12,098-99.2% | $307-69.8% |