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 | $65,408 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,842 |
Form 5500 reported that benefits due were not provided when due.
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 | $18,398 | $38,833-52.6% | $78,778-76.6% | $77,958-76.4% |
| Participation rate | 89.5% | 60.9%+28.6pp | 69.2%+20.3pp | 71.6%+17.9pp |
| Annual return | 18.40% | 20.31%-1.9pp | 35.62%-17.2pp | 20.87%-2.5pp |
| Employer contribution / active EE | $466 | $840-44.5% | $1,986-76.5% | $2,310-79.8% |
| Participant deferral / active EE | $1,500 | $1,776-15.6% | $2,958-49.3% | $3,537-57.6% |
| Admin fee / account holder | $41 | $89-53.8% | $5,134-99.2% | $97-57.8% |