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) | $288,362 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $78,732 |
Filed as: CLEAR INVESTMENT RESEARCH, LLC. Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP1 year Filed as: GREERWALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $17,400 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,241 | $110,299+135.9% | $102,423+154.1% | $199,593+30.4% |
| Participation rate | 89.9% | 86.3%+3.6pp | 76.5%+13.4pp | 72.0%+17.9pp |
| Annual return | 17.40% | 35.73%-18.3pp | 29.32%-11.9pp | 34.25%-16.8pp |
| Employer contribution / active EE | $8,033 | $3,603+122.9% | $3,023+165.7% | $3,034+164.7% |
| Participant deferral / active EE | $12,178 | $6,376+91.0% | $5,053+141.0% | $5,087+139.4% |
| Admin fee / account holder | $105 | $122-14.1% | $9,451-98.9% | $269-60.9% |