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 | $117,238 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,258 |
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 | $477,038 | $44,989+960.3% | $170,442+179.9% | $77,958+511.9% |
| Participation rate | 91.5% | 64.6%+26.9pp | 83.6%+7.9pp | 71.6%+19.8pp |
| Annual return | 19.29% | 19.61%-0.3pp | 205.93%-186.6pp | 20.87%-1.6pp |
| Employer contribution / active EE | $26,299 | $1,466+1693.7% | $5,433+384.1% | $2,310+1038.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $78 | $69+13.1% | $13,880-99.4% | $97-19.9% |