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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,446 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $46,519 |
THOMPSON HINE8+ years Service code 29 · EIN 34-0575300 | Legal | $20,028 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $19,167 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $12,600 |
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 | $43,702 | $130,141-66.4% | $86,677-49.6% | $77,904-43.9% |
| Participation rate | 95.1% | 85.9%+9.2pp | 76.6%+18.6pp | 73.7%+21.5pp |
| Annual return | -12.43% | -12.75%+0.3pp | 35.91%-48.3pp | 12.21%-24.6pp |
| Employer contribution / active EE | $3,110 | $3,220-3.4% | $2,836+9.6% | $2,848+9.2% |
| Participant deferral / active EE | $4,736 | $5,757-17.7% | $4,656+1.7% | $4,806-1.5% |
| Admin fee / account holder | $46 | $132-65.4% | $7,493-99.4% | $133-65.6% |