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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,055 |
GRANT THORNTON LLP1 year Service code 16 · EIN 36-6055558 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,756 |
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 | $63,715 | $65,118-2.2% | $76,768-17.0% | $55,725+14.3% |
| Participation rate | 96.5% | 79.6%+16.9pp | 77.0%+19.5pp | 70.9%+25.6pp |
| Annual return | -3.74% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,435 | $1,941+25.4% | $2,485-2.0% | $2,078+17.2% |
| Participant deferral / active EE | $4,323 | $3,688+17.2% | $3,852+12.3% | $3,356+28.8% |
| Admin fee / account holder | $59 | $116-49.1% | $6,675-99.1% | $115-48.8% |