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 | $43,983 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,777 |
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 | $74,239 | $74,347-0.1% | $93,606-20.7% | $67,579+9.9% |
| Participation rate | 94.3% | 80.6%+13.7pp | 75.8%+18.4pp | 71.3%+23.0pp |
| Annual return | 24.88% | 28.07%-3.2pp | 32.76%-7.9pp | 378.56%-353.7pp |
| Employer contribution / active EE | $5,333 | $2,583+106.5% | $2,718+96.2% | $2,148+148.3% |
| Participant deferral / active EE | $7,999 | $4,060+97.0% | $4,069+96.6% | $3,539+126.0% |
| Admin fee / account holder | $72 | $123-41.2% | $7,888-99.1% | $142-49.3% |