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 | $60,653 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,103 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,071 | $49,693-33.5% | $70,515-53.1% | $74,419-55.6% |
| Participation rate | 79.7% | 64.7%+15.1pp | 68.3%+11.4pp | 70.7%+9.0pp |
| Annual return | 19.18% | 21.22%-2.0pp | 32.77%-13.6pp | 34.38%-15.2pp |
| Employer contribution / active EE | $726 | $1,773-59.0% | $2,973-75.6% | $2,637-72.5% |
| Participant deferral / active EE | $3,614 | $3,376+7.1% | $4,567-20.9% | $4,528-20.2% |
| Admin fee / account holder | $90 | $316-71.6% | $6,412-98.6% | $348-74.2% |