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 |
|---|---|---|
THOMPSON HINE6+ years Service code 29 · EIN 34-0575300 | Legal | $68,002 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,383 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $43,817 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $38,334 |
GRANT THORNTON LLP2 years Service code 16 33562 TSY CENTER · CHICAGO, IL 60601 | Consulting | $19,167 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,125 |
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 | $58,636 | $176,491-66.8% | $95,952-38.9% | $90,288-35.1% |
| Participation rate | 95.4% | 86.6%+8.8pp | 77.1%+18.3pp | 73.4%+22.0pp |
| Annual return | 15.01% | 20.14%-5.1pp | 91.61%-76.6pp | 53.97%-39.0pp |
| Employer contribution / active EE | $2,151 | $2,789-22.9% | $2,541-15.4% | $2,524-14.8% |
| Participant deferral / active EE | $3,545 | $5,340-33.6% | $4,167-14.9% | $4,232-16.2% |
| Admin fee / account holder | $88 | $154-43.1% | $6,795-98.7% | $114-23.2% |