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 | $10,306 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,173 |
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 | $68,680 | $74,024-7.2% | $77,999-11.9% | $57,658+19.1% |
| Participation rate | 95.7% | 79.7%+15.9pp | 75.5%+20.2pp | 70.2%+25.5pp |
| Annual return | 8.20% | 12.14%-3.9pp | 425.96%-417.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,755 | $2,365-25.8% | $2,470-29.0% | $1,974-11.1% |
| Participant deferral / active EE | $4,310 | $3,533+22.0% | $3,497+23.2% | $3,061+40.8% |
| Admin fee / account holder | $28 | $93-69.7% | $5,480-99.5% | $95-70.1% |