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 |
|---|---|---|
Service code 16 · EIN 13-2638166 | Consulting | $42,500 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $22,050 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,621 |
Service code 16 · EIN 13-4226829 | Consulting | $11,536 |
REED SMITH LLP5+ years Service code 29 · EIN 25-0749630 | Legal | $9,986 |
Filed as: FIDELITY INV INSTIT OPER CO., INC. Service code 60 · EIN 04-2647786 | 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 | $135,597 | $96,403+40.7% | $93,606+44.9% | $77,787+74.3% |
| Participation rate | 91.4% | 87.6%+3.7pp | 75.8%+15.5pp | 73.2%+18.1pp |
| Annual return | 33.52% | 39.36%-5.8pp | 32.76%+0.8pp | 32.57%+0.9pp |
| Employer contribution / active EE | $2,208 | $3,616-38.9% | $2,718-18.8% | $2,504-11.8% |
| Participant deferral / active EE | $5,379 | $5,341+0.7% | $4,069+32.2% | $3,967+35.6% |
| Admin fee / account holder | -$10 | $90-111.4% | $7,888-100.1% | $100-110.2% |