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 HINE9+ years Service code 29 · EIN 34-0575300 | Legal | $94,802 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,174 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $38,334 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $28,442 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,490 |
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 | $53,262 | $104,697-49.1% | $96,544-44.8% | $80,160-33.6% |
| Participation rate | 99.1% | 86.4%+12.7pp | 76.0%+23.1pp | 72.9%+26.2pp |
| Annual return | 21.76% | 21.78%0pp | 25.84%-4.1pp | 40.38%-18.6pp |
| Employer contribution / active EE | $3,619 | $3,536+2.4% | $2,965+22.1% | $2,978+21.5% |
| Participant deferral / active EE | $5,005 | $6,188-19.1% | $4,851+3.2% | $5,017-0.2% |
| Admin fee / account holder | $71 | $107-33.7% | $8,252-99.1% | $145-51.2% |