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 | $53,414 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,307 |
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 | $99,611 | $85,135+17.0% | $98,907+0.7% | $73,409+35.7% |
| Participation rate | 95.4% | 81.1%+14.3pp | 76.0%+19.4pp | 72.2%+23.2pp |
| Annual return | 19.13% | 19.14%0pp | 196.43%-177.3pp | 59.29%-40.2pp |
| Employer contribution / active EE | $4,082 | $2,721+50.0% | $2,689+51.8% | $2,234+82.7% |
| Participant deferral / active EE | $4,372 | $4,349+0.5% | $4,244+3.0% | $3,805+14.9% |
| Admin fee / account holder | $99 | $139-29.2% | $6,642-98.5% | $158-37.5% |