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 | $113,451 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,933 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $437,027 | $37,213+1074.4% | $156,549+179.2% | $63,975+583.1% |
| Participation rate | 84.5% | 65.0%+19.5pp | 84.0%+0.5pp | 71.1%+13.4pp |
| Annual return | 10.87% | 47.89%-37.0pp | 32.23%-21.4pp | 48.65%-37.8pp |
| Employer contribution / active EE | $23,647 | $1,357+1642.7% | $5,501+329.9% | $2,182+983.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $82 | $56+46.3% | $13,027-99.4% | $70+17.0% |