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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,695 |
BCBSA NEBA3 years Service code 14 · EIN 13-5656874 | Plan Administrator | $8,500 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$29,374 |
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 | $118,246 | $88,515+33.6% | $162,163-27.1% | $67,579+75.0% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+11.0pp | 71.3%+27.3pp |
| Annual return | 22.72% | 27.04%-4.3pp | 115.59%-92.9pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,446 | $3,563-31.4% | $5,614-56.4% | $2,148+13.9% |
| Participant deferral / active EE | $6,574 | $5,724+14.9% | $7,298-9.9% | $3,539+85.7% |
| Admin fee / account holder | -$18 | $124-114.6% | $10,843-100.2% | $142-112.7% |