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 10 · EIN 04-2647786 | Accounting | $31,511 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,731 |
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 | $117,114 | $73,638+59.0% | $95,952+22.1% | $73,488+59.4% |
| Participation rate | 92.1% | 76.2%+15.9pp | 77.1%+15.0pp | 70.7%+21.4pp |
| Annual return | 14.32% | 16.78%-2.5pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,261 | $1,863+21.4% | $2,541-11.0% | $2,270-0.4% |
| Participant deferral / active EE | $4,446 | $3,617+22.9% | $4,167+6.7% | $3,740+18.9% |
| Admin fee / account holder | $194 | $482-59.7% | $6,795-97.1% | $513-62.1% |