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 9-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 | $13,294 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,506 |
Form 5500 reported that benefits due were not provided when due.
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 | $35,087 | $123,286-71.5% | $75,670-53.6% | $77,958-55.0% |
| Participation rate | 91.0% | 78.8%+12.3pp | 72.3%+18.7pp | 71.6%+19.4pp |
| Annual return | 22.08% | 20.45%+1.6pp | 27.34%-5.3pp | 20.87%+1.2pp |
| Employer contribution / active EE | $1,815 | $2,035-10.8% | $2,352-22.8% | $2,310-21.4% |
| Participant deferral / active EE | $2,838 | $3,095-8.3% | $3,142-9.7% | $3,537-19.8% |
| Admin fee / account holder | $15 | $144-89.4% | $5,800-99.7% | $97-84.3% |