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 9-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 | $281,938 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,537 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,976 | $108,617-38.3% | $108,410-38.2% | $93,030-28.0% |
| Participation rate | 94.7% | 83.1%+11.5pp | 80.1%+14.5pp | 73.9%+20.8pp |
| Annual return | 16.81% | 21.63%-4.8pp | 905.27%-888.5pp | 158.70%-141.9pp |
| Employer contribution / active EE | $2,783 | $3,249-14.3% | $3,558-21.8% | $2,706+2.9% |
| Participant deferral / active EE | $7,647 | $7,885-3.0% | $6,563+16.5% | $4,562+67.6% |
| Admin fee / account holder | $86 | $94-7.8% | $7,295-98.8% | $152-43.1% |