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 | $8,941 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,907 |
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 | $68,282 | $58,655+16.4% | $91,989-25.8% | $65,185+4.8% |
| Participation rate | 98.1% | 75.3%+22.9pp | 78.6%+19.5pp | 70.2%+27.9pp |
| Annual return | 24.01% | 33.92%-9.9pp | 69.02%-45.0pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,372 | $2,080-34.1% | $3,452-60.3% | $2,177-37.0% |
| Participant deferral / active EE | $7,235 | $5,474+32.2% | $5,923+22.1% | $3,514+105.9% |
| Admin fee / account holder | $52 | $434-88.0% | $7,743-99.3% | $847-93.8% |