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 | $246,296 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,368 |
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 | $115,206 | $44,989+156.1% | $170,442-32.4% | $77,958+47.8% |
| Participation rate | 98.4% | 64.6%+33.7pp | 83.6%+14.8pp | 71.6%+26.7pp |
| Annual return | 17.15% | 19.61%-2.5pp | 205.93%-188.8pp | 20.87%-3.7pp |
| Employer contribution / active EE | $4,753 | $1,466+224.2% | $5,433-12.5% | $2,310+105.7% |
| Participant deferral / active EE | $5,100 | $2,208+131.0% | $4,939+3.3% | $3,537+44.2% |
| Admin fee / account holder | $76 | $69+10.0% | $13,880-99.5% | $97-22.1% |