See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,437 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,285 |
Filed as: THORSON BARNETT & MCDONALD PC Service code 29 · EIN 91-1608561 | Legal | $13,365 |
VERUS3 years Service code 16 · EIN 91-1320111 | Consulting | $6,250 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,070 | $56,095+142.6% | $178,490-23.8% | $90,288+50.7% |
| Participation rate | 44.4% | 65.6%-21.1pp | 81.9%-37.5pp | 73.4%-28.9pp |
| Annual return | 16.11% | 28.81%-12.7pp | 151.07%-135.0pp | 53.97%-37.9pp |
| Employer contribution / active EE | $1,704 | $1,572+8.4% | $5,011-66.0% | $2,524-32.5% |
| Participant deferral / active EE | $1,986 | $2,669-25.6% | $5,202-61.8% | $4,232-53.1% |
| Admin fee / account holder | $139 | $101+37.9% | $13,984-99.0% | $114+21.7% |