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 | $47,062 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,157 |
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 | $32,008 | $58,347-45.1% | $85,682-62.6% | $86,799-63.1% |
| Participation rate | 74.0% | 64.9%+9.0pp | 69.9%+4.1pp | 72.3%+1.7pp |
| Annual return | 15.21% | 18.43%-3.2pp | 21.49%-6.3pp | 97.91%-82.7pp |
| Employer contribution / active EE | $765 | $1,751-56.3% | $2,618-70.8% | $2,405-68.2% |
| Participant deferral / active EE | $3,040 | $3,065-0.8% | $3,923-22.5% | $4,131-26.4% |
| Admin fee / account holder | $67 | $147-54.4% | $6,873-99.0% | $170-60.4% |