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 | $13,813 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,242 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,481 | $65,223+109.3% | $80,019+70.6% | $55,725+144.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -6.92% | 7.59%-14.5pp | 11.22%-18.1pp | 244.93%-251.8pp |
| Employer contribution / active EE | $5,918 | $2,544+132.6% | $2,468+139.8% | $2,078+184.7% |
| Participant deferral / active EE | $5,411 | $3,881+39.4% | $3,686+46.8% | $3,356+61.3% |
| Admin fee / account holder | $37 | $114-67.3% | $6,521-99.4% | $115-67.6% |