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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,300 |
INVESCO2 years Filed as: INVESCO ADVISERS Service code 27 · EIN 58-1707262 | Advisory (Plan) | $72,774 |
NFP RETIREMENT INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,500 |
HAM, LANGSTON & BREZINA, LLP10+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $16,106 |
NORTON ROSE FULBRIGHT7 years Service code 29 · EIN 74-1201087 | Legal | $11,008 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,773 | $112,623+102.2% | $106,213+114.4% | $199,593+14.1% |
| Participation rate | 94.4% | 86.2%+8.1pp | 75.3%+19.1pp | 72.0%+22.4pp |
| Annual return | 17.35% | 15.57%+1.8pp | 116.14%-98.8pp | 34.25%-16.9pp |
| Employer contribution / active EE | $6,587 | $4,575+44.0% | $3,171+107.7% | $3,034+117.1% |
| Participant deferral / active EE | $11,369 | $6,659+70.7% | $5,016+126.7% | $5,087+123.5% |
| Admin fee / account holder | $218 | $107+103.8% | $11,033-98.0% | $269-18.9% |