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 | $225,325 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,195 |
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 | $108,745 | $45,382+139.6% | $154,107-29.4% | $75,289+44.4% |
| Participation rate | 98.8% | 65.9%+32.9pp | 83.0%+15.7pp | 72.4%+26.4pp |
| Annual return | -4.80% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.8pp |
| Employer contribution / active EE | $5,235 | $1,533+241.5% | $5,298-1.2% | $2,405+117.7% |
| Participant deferral / active EE | $5,883 | $2,384+146.8% | $5,081+15.8% | $3,739+57.3% |
| Admin fee / account holder | $75 | $89-15.7% | $13,411-99.4% | $102-26.4% |