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 | $66,633 |
Service code 27 · EIN 20-3247391 | Advisory (Plan) | $64,640 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,297 |
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 | $49,561 | $46,966+5.5% | $185,117-73.2% | $69,631-28.8% |
| Participation rate | 97.8% | 65.3%+32.5pp | 77.3%+20.5pp | 70.7%+27.1pp |
| Annual return | 18.84% | 22.36%-3.5pp | 40.50%-21.7pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,435 | $1,360+79.0% | $4,182-41.8% | $2,032+19.8% |
| Participant deferral / active EE | $4,843 | $3,017+60.5% | $5,045-4.0% | $3,224+50.2% |
| Admin fee / account holder | $170 | $94+81.2% | $8,159-97.9% | $110+53.9% |