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 7-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 | $16,931 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,993 |
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 | $34,173 | $69,159-50.6% | $125,175-72.7% | $67,579-49.4% |
| Participation rate | 94.9% | 78.2%+16.7pp | 79.8%+15.1pp | 71.3%+23.6pp |
| Annual return | 109.18% | 27.12%+82.1pp | 43.79%+65.4pp | 378.56%-269.4pp |
| Employer contribution / active EE | $7,298 | $2,023+260.7% | $3,865+88.8% | $2,148+239.8% |
| Participant deferral / active EE | $16,735 | $3,700+352.4% | $4,937+239.0% | $3,539+372.8% |
| Admin fee / account holder | $47 | $142-66.6% | $9,702-99.5% | $142-66.7% |