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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,728 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $53,608 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $38,334 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $10,185 |
THOMPSON HINE7+ years Service code 29 · EIN 34-0575300 | Legal | $9,959 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,809 | $144,996-62.9% | $111,297-51.7% | $93,030-42.2% |
| Participation rate | 90.7% | 86.2%+4.6pp | 77.3%+13.4pp | 73.9%+16.8pp |
| Annual return | 15.13% | 18.26%-3.1pp | 54.65%-39.5pp | 158.70%-143.6pp |
| Employer contribution / active EE | $2,267 | $3,056-25.8% | $2,731-17.0% | $2,706-16.2% |
| Participant deferral / active EE | $3,878 | $5,587-30.6% | $4,487-13.6% | $4,562-15.0% |
| Admin fee / account holder | $54 | $103-47.4% | $7,964-99.3% | $152-64.1% |