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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,824 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,295 |
BORIS BENIC AND ASSOCIATES LLP5+ years Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $16,850 |
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 | $146,216 | $102,389+42.8% | $100,516+45.5% | $90,288+61.9% |
| Participation rate | 94.0% | 84.0%+9.9pp | 79.4%+14.6pp | 73.4%+20.6pp |
| Annual return | 18.84% | 22.50%-3.7pp | 30.89%-12.0pp | 53.97%-35.1pp |
| Employer contribution / active EE | $1,669 | $3,056-45.4% | $3,418-51.2% | $2,524-33.9% |
| Participant deferral / active EE | $11,711 | $7,514+55.9% | $6,270+86.8% | $4,232+176.7% |
| Admin fee / account holder | $43 | $83-47.9% | $8,081-99.5% | $114-62.0% |