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 | $64,111 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,349 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,778 | $74,347+23.4% | $93,606-2.0% | $67,579+35.8% |
| Participation rate | 97.5% | 80.6%+16.9pp | 75.8%+21.6pp | 71.3%+26.2pp |
| Annual return | 21.88% | 28.07%-6.2pp | 32.76%-10.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $3,743 | $2,583+44.9% | $2,718+37.7% | $2,148+74.3% |
| Participant deferral / active EE | $3,882 | $4,060-4.4% | $4,069-4.6% | $3,539+9.7% |
| Admin fee / account holder | $113 | $123-7.8% | $7,888-98.6% | $142-20.5% |