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 | $94,529 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,318 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $27,500 |
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 | $107,922 | $74,347+45.2% | $93,606+15.3% | $67,579+59.7% |
| Participation rate | 92.5% | 80.6%+11.9pp | 75.8%+16.7pp | 71.3%+21.3pp |
| Annual return | 21.93% | 28.07%-6.1pp | 32.76%-10.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,634 | $2,583+2.0% | $2,718-3.1% | $2,148+22.6% |
| Participant deferral / active EE | $7,431 | $4,060+83.0% | $4,069+82.6% | $3,539+110.0% |
| Admin fee / account holder | $123 | $123+0.4% | $7,888-98.4% | $142-13.4% |