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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,186 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 16 · EIN 36-6055558 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,047 |
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 | $83,158 | $79,519+4.6% | $95,952-13.3% | $73,409+13.3% |
| Participation rate | 96.7% | 81.2%+15.5pp | 77.1%+19.6pp | 72.2%+24.5pp |
| Annual return | 17.26% | 19.20%-1.9pp | 91.61%-74.4pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,714 | $2,048+32.5% | $2,541+6.8% | $2,234+21.5% |
| Participant deferral / active EE | $4,892 | $4,138+18.2% | $4,167+17.4% | $3,805+28.5% |
| Admin fee / account holder | $60 | $184-67.7% | $6,795-99.1% | $158-62.3% |