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 | $89,574 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,139 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $26,250 |
ARMANINO LLP1 year Service code 49 · EIN 94-6214841 | Other Services | $18,218 |
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 | $79,834 | $75,388+5.9% | $123,544-35.4% | $55,725+43.3% |
| Participation rate | 93.0% | 75.7%+17.4pp | 82.3%+10.7pp | 70.9%+22.2pp |
| Annual return | -3.36% | 4.48%-7.8pp | 119.20%-122.6pp | 244.93%-248.3pp |
| Employer contribution / active EE | $2,278 | $3,063-25.6% | $4,628-50.8% | $2,078+9.6% |
| Participant deferral / active EE | $7,228 | $5,651+27.9% | $6,426+12.5% | $3,356+115.4% |
| Admin fee / account holder | $157 | $120+30.9% | $9,284-98.3% | $115+36.1% |