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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,719 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $105,000 |
INVESCO1 year Filed as: INVESCO ADVISERS Service code 27 · EIN 58-1707262 | Advisory (Plan) | $91,873 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,361 |
HAM, LANGSTON & BREZINA, LLP9+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $15,982 |
NORTON ROSE FULBRIGHT6 years Service code 29 · EIN 74-1201087 | Legal | $8,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,682 | $104,631+96.6% | $98,439+108.9% | $80,160+156.6% |
| Participation rate | 94.7% | 87.5%+7.1pp | 75.2%+19.5pp | 72.9%+21.7pp |
| Annual return | 21.46% | 34.72%-13.3pp | 21.16%+0.3pp | 40.38%-18.9pp |
| Employer contribution / active EE | $6,199 | $4,517+37.2% | $3,048+103.4% | $2,978+108.2% |
| Participant deferral / active EE | $10,869 | $6,545+66.1% | $4,738+129.4% | $5,017+116.6% |
| Admin fee / account holder | $255 | $105+142.9% | $8,948-97.2% | $145+75.7% |