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 | $24,261 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,572 |
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 | $231,818 | $160,088+44.8% | $112,977+105.2% | $73,409+215.8% |
| Participation rate | 98.7% | 90.7%+8.0pp | 82.6%+16.2pp | 72.2%+26.6pp |
| Annual return | 14.74% | 17.93%-3.2pp | 24.24%-9.5pp | 59.29%-44.6pp |
| Employer contribution / active EE | $3,490 | $5,200-32.9% | $4,255-18.0% | $2,234+56.2% |
| Participant deferral / active EE | $9,707 | $8,024+21.0% | $5,836+66.3% | $3,805+155.1% |
| Admin fee / account holder | $69 | $133-48.3% | $6,294-98.9% | $158-56.6% |