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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,670 |
Filed as: GALLAGHER Service code 16 · EIN 36-4291971 | Consulting | $13,000 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $9,749 |
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 | $163,623 | $69,159+136.6% | $125,175+30.7% | $67,579+142.1% |
| Participation rate | 98.1% | 78.2%+19.9pp | 79.8%+18.4pp | 71.3%+26.9pp |
| Annual return | 24.15% | 27.12%-3.0pp | 43.79%-19.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $13,300 | $2,023+557.3% | $3,865+244.1% | $2,148+519.3% |
| Participant deferral / active EE | $12,123 | $3,700+227.7% | $4,937+145.6% | $3,539+242.5% |
| Admin fee / account holder | $214 | $142+50.7% | $9,702-97.8% | $142+50.1% |