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 8-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 27 · EIN 47-1186155 | Advisory (Plan) | $68,750 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,043 |
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 | $230,098 | $85,135+170.3% | $98,907+132.6% | $73,409+213.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 15.21% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $6,197 | $2,721+127.8% | $2,689+130.5% | $2,234+177.5% |
| Participant deferral / active EE | $10,911 | $4,349+150.9% | $4,244+157.1% | $3,805+186.7% |
| Admin fee / account holder | $69 | $139-50.8% | $6,642-99.0% | $158-56.6% |