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 |
|---|---|---|
SETAWAY LLC1 year Service code 16 · EIN 45-5055797 | Consulting | $16,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,418 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15 |
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 | $171,283 | $47,977+257.0% | $154,107+11.1% | $56,287+204.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.30% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $9,390 | $2,169+333.0% | $5,298+77.2% | $2,111+344.8% |
| Participant deferral / active EE | $5,180 | $2,392+116.6% | $5,081+2.0% | $3,350+54.6% |
| Admin fee / account holder | $191 | $438-56.5% | $13,411-98.6% | $521-63.4% |