See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FINANCIAL SERVICES GROUP10+ years Service code 16 · EIN 20-8161914 | Consulting | $22,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,581 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $16,485 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,703 | $108,549+81.2% | $156,263+25.9% | $85,563+129.9% |
| Participation rate | 97.1% | 77.1%+20.0pp | 78.9%+18.2pp | 66.0%+31.1pp |
| Annual return | 15.59% | 21.79%-6.2pp | 59.47%-43.9pp | 31.51%-15.9pp |
| Employer contribution / active EE | $8,766 | $2,690+225.9% | $4,333+102.3% | $2,654+230.4% |
| Participant deferral / active EE | $4,890 | $4,800+1.9% | $6,158-20.6% | $4,375+11.8% |
| Admin fee / account holder | $144 | $650-77.9% | $14,255-99.0% | $834-82.8% |