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 | $12,553 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,383 |
Form 5500 reported that benefits due were not provided when due.
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 | $48,661 | $74,024-34.3% | $77,999-37.6% | $57,658-15.6% |
| Participation rate | 91.0% | 79.7%+11.3pp | 75.5%+15.5pp | 70.2%+20.8pp |
| Annual return | 10.36% | 12.14%-1.8pp | 425.96%-415.6pp | 5.13%+5.2pp |
| Employer contribution / active EE | $3,964 | $2,365+67.6% | $2,470+60.5% | $1,974+100.8% |
| Participant deferral / active EE | $6,255 | $3,533+77.0% | $3,497+78.9% | $3,061+104.4% |
| Admin fee / account holder | $33 | $93-64.5% | $5,480-99.4% | $95-65.0% |