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 | $41,322 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,255 |
Form 5500 reported that benefits due were not provided when due.
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 | $80,699 | $55,790+44.6% | $76,817+5.1% | $67,579+19.4% |
| Participation rate | 91.9% | 71.1%+20.8pp | 72.1%+19.8pp | 71.3%+20.6pp |
| Annual return | 22.81% | 64.45%-41.6pp | 1166.11%-1143.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,465 | $1,810+36.2% | $2,302+7.1% | $2,148+14.8% |
| Participant deferral / active EE | $4,398 | $2,875+53.0% | $3,336+31.8% | $3,539+24.3% |
| Admin fee / account holder | $55 | $159-65.6% | $6,420-99.1% | $142-61.5% |