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 | $18,360 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,340 |
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 | $103,814 | $56,640+83.3% | $80,975+28.2% | $57,658+80.1% |
| Participation rate | 95.2% | 75.9%+19.4pp | 75.8%+19.4pp | 70.2%+25.0pp |
| Annual return | 7.50% | 19.97%-12.5pp | 17.10%-9.6pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,252 | $2,085+8.0% | $3,714-39.4% | $1,974+14.1% |
| Participant deferral / active EE | $7,803 | $4,944+57.8% | $5,696+37.0% | $3,061+155.0% |
| Admin fee / account holder | $50 | $87-42.2% | $5,516-99.1% | $95-46.7% |