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 | $28,284 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,103 |
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 | $77,684 | $78,781-1.4% | $100,516-22.7% | $73,409+5.8% |
| Participation rate | 93.7% | 80.0%+13.7pp | 79.4%+14.3pp | 72.2%+21.5pp |
| Annual return | 15.48% | 31.69%-16.2pp | 30.89%-15.4pp | 59.29%-43.8pp |
| Employer contribution / active EE | $3,193 | $2,420+31.9% | $3,418-6.6% | $2,234+42.9% |
| Participant deferral / active EE | $8,552 | $6,537+30.8% | $6,270+36.4% | $3,805+124.7% |
| Admin fee / account holder | $146 | $145+0.2% | $8,081-98.2% | $158-7.8% |