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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,019,774 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,950,215 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $252,317 |
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $213,035 |
CHIPTON-ROSS11+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $115,564 |
CALLAN LLC11+ years Filed as: CALLAN ASSOCIATES Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $59,195 |
OSI CONSULTING INC6 years Filed as: OSI DIGITAL INC Service code 16 · EIN 95-4844560 | Consulting | $58,749 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 | Accounting | $40,278 |
GLOBAL TRADING ANALYTICS LLC11+ years Service code 16 · EIN 20-2368007 | Consulting | $9,492 |
OPEN TEXT9 years Filed as: OPEN TEXT, INC Service code 15 · EIN 36-3811517 | Recordkeeping | $8,990 |
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 | $298,174 | $142,480+109.3% | $112,040+166.1% | $142,480+109.3% |
| Participation rate | 97.6% | 76.2%+21.4pp | 76.5%+21.1pp | 76.2%+21.4pp |
| Annual return | 17.11% | 16.32%+0.8pp | 24.52%-7.4pp | 16.32%+0.8pp |
| Employer contribution / active EE | $6,882 | $3,867+77.9% | $2,954+133.0% | $3,867+77.9% |
| Participant deferral / active EE | $14,674 | $6,807+115.6% | $5,098+187.9% | $6,807+115.6% |
| Admin fee / account holder | $87 | $307-71.7% | $12,098-99.3% | $307-71.7% |