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 |
|---|---|---|
GRANT THORNTON LLP1 year Service code 16 33562 TSY CENTER · CHICAGO, IL 60601 | Consulting | $87,467 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,292 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $44,496 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,583 | $105,247-48.1% | $87,100-37.3% | $77,787-29.8% |
| Participation rate | 96.4% | 85.8%+10.6pp | 76.9%+19.6pp | 73.2%+23.2pp |
| Annual return | 21.26% | 24.52%-3.3pp | 28.19%-6.9pp | 32.57%-11.3pp |
| Employer contribution / active EE | $2,220 | $2,895-23.3% | $2,521-11.9% | $2,504-11.3% |
| Participant deferral / active EE | $3,684 | $5,060-27.2% | $4,049-9.0% | $3,967-7.1% |
| Admin fee / account holder | $67 | $104-35.4% | $7,497-99.1% | $100-32.6% |