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 | $33,719 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,526 |
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 | $92,274 | $61,473+50.1% | $81,930+12.6% | $73,409+25.7% |
| Participation rate | 92.7% | 72.4%+20.3pp | 72.0%+20.7pp | 72.2%+20.5pp |
| Annual return | 18.91% | 28.26%-9.3pp | 29.49%-10.6pp | 59.29%-40.4pp |
| Employer contribution / active EE | $2,656 | $1,898+40.0% | $4,310-38.4% | $2,234+18.9% |
| Participant deferral / active EE | $4,759 | $3,080+54.5% | $7,107-33.0% | $3,805+25.0% |
| Admin fee / account holder | $49 | $125-60.9% | $5,158-99.0% | $158-68.9% |