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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,250 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $26,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,918 |
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 | $72,165 | $51,288+40.7% | $81,983-12.0% | $73,409-1.7% |
| Participation rate | 93.9% | 64.0%+29.9pp | 69.2%+24.7pp | 72.2%+21.7pp |
| Annual return | 22.99% | 29.48%-6.5pp | 41.31%-18.3pp | 59.29%-36.3pp |
| Employer contribution / active EE | $2,237 | $1,487+50.5% | $2,498-10.4% | $2,234+0.2% |
| Participant deferral / active EE | $5,852 | $2,715+115.5% | $3,722+57.2% | $3,805+53.8% |
| Admin fee / account holder | $155 | $125+23.8% | $5,664-97.3% | $158-1.7% |