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 | $49,305 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,954 |
AMERICAN FUNDS7 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $13,750 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,296 | $136,266-36.7% | $90,749-4.9% | $77,904+10.8% |
| Participation rate | 93.3% | 86.6%+6.7pp | 75.7%+17.7pp | 73.7%+19.7pp |
| Annual return | -13.40% | -11.32%-2.1pp | -12.16%-1.2pp | 12.21%-25.6pp |
| Employer contribution / active EE | $3,121 | $4,215-25.9% | $2,921+6.9% | $2,848+9.6% |
| Participant deferral / active EE | $7,939 | $6,353+25.0% | $4,564+73.9% | $4,806+65.2% |
| Admin fee / account holder | $59 | $399-85.2% | $8,445-99.3% | $133-55.4% |