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 | $139,467 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $136,800 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,751 | $45,000+163.9% | $143,757-17.4% | $77,904+52.4% |
| Participation rate | 97.0% | 66.8%+30.2pp | 80.3%+16.7pp | 73.7%+23.3pp |
| Annual return | -15.71% | 29.03%-44.7pp | -0.04%-15.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $5,932 | $1,870+217.3% | $4,951+19.8% | $2,848+108.3% |
| Participant deferral / active EE | $7,500 | $3,157+137.6% | $5,637+33.0% | $4,806+56.0% |
| Admin fee / account holder | $58 | $98-41.3% | $14,673-99.6% | $133-56.4% |