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) | $25,638 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,651 |
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 | $220,148 | $81,474+170.2% | $133,956+64.3% | $73,488+199.6% |
| Participation rate | 97.5% | 76.4%+21.1pp | 79.8%+17.6pp | 70.7%+26.8pp |
| Annual return | 21.26% | 19.40%+1.9pp | 45.09%-23.8pp | 28.51%-7.3pp |
| Employer contribution / active EE | $3,695 | $2,209+67.3% | $3,919-5.7% | $2,270+62.8% |
| Participant deferral / active EE | $10,365 | $3,786+173.7% | $5,048+105.3% | $3,740+177.2% |
| Admin fee / account holder | $138 | $713-80.7% | $8,927-98.5% | $513-73.2% |