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 4-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 | $11,314 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,520 |
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 | $163,950 | $56,629+189.5% | $77,999+110.2% | $55,167+197.2% |
| Participation rate | 96.6% | 73.3%+23.2pp | 75.5%+21.0pp | 69.0%+27.6pp |
| Annual return | 5.83% | 2866.98%-2861.2pp | 425.96%-420.1pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,129 | $1,723-34.5% | $2,470-54.3% | $1,963-42.5% |
| Participant deferral / active EE | $7,535 | $2,777+171.3% | $3,497+115.5% | $3,054+146.7% |
| Admin fee / account holder | $117 | $467-74.9% | $5,480-97.9% | $504-76.7% |