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 | $78,227 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,323 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
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 | $79,761 | $88,874-10.3% | $123,544-35.4% | $75,289+5.9% |
| Participation rate | 94.8% | 75.9%+18.9pp | 82.3%+12.5pp | 72.4%+22.4pp |
| Annual return | -4.90% | 4.22%-9.1pp | 119.20%-124.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $850 | $3,256-73.9% | $4,628-81.6% | $2,405-64.7% |
| Participant deferral / active EE | $6,236 | $6,174+1.0% | $6,426-3.0% | $3,739+66.8% |
| Admin fee / account holder | $62 | $95-34.1% | $9,284-99.3% | $102-39.1% |