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 | $7,824 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,394 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,290 | $42,810-19.9% | $169,463-79.8% | $55,725-38.5% |
| Participation rate | 84.4% | 64.7%+19.7pp | 77.8%+6.6pp | 70.9%+13.6pp |
| Annual return | -7.02% | -3.61%-3.4pp | 1.83%-8.9pp | 244.93%-251.9pp |
| Employer contribution / active EE | $600 | $1,402-57.2% | $4,159-85.6% | $2,078-71.1% |
| Participant deferral / active EE | $3,537 | $3,141+12.6% | $5,277-33.0% | $3,356+5.4% |
| Admin fee / account holder | $22 | $106-79.3% | $9,109-99.8% | $115-80.9% |