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 27 · EIN 43-3764090 | Advisory (Plan) | $9,379 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,561 |
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 | $184,827 | $66,302+178.8% | $110,238+67.7% | $56,287+228.4% |
| Participation rate | 96.9% | 74.9%+22.0pp | 79.8%+17.1pp | 69.9%+27.0pp |
| Annual return | 16.02% | -1.18%+17.2pp | 314.74%-298.7pp | -9.96%+26.0pp |
| Employer contribution / active EE | $3,430 | $2,047+67.6% | $3,826-10.4% | $2,111+62.5% |
| Participant deferral / active EE | $9,565 | $3,381+182.9% | $4,672+104.7% | $3,350+185.6% |
| Admin fee / account holder | $97 | $698-86.1% | $8,547-98.9% | $521-81.4% |