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 | $5,232 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,184 |
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 | $73,333 | $58,083+26.3% | $80,019-8.4% | $56,287+30.3% |
| Participation rate | 81.7% | 73.6%+8.1pp | 75.8%+5.9pp | 69.9%+11.9pp |
| Annual return | -4.24% | 34.61%-38.8pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,133 | $1,932-41.4% | $2,468-54.1% | $2,111-46.3% |
| Participant deferral / active EE | $3,495 | $3,135+11.5% | $3,686-5.2% | $3,350+4.4% |
| Admin fee / account holder | $153 | $623-75.5% | $6,521-97.7% | $521-70.7% |