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 | $9,723 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,331 |
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 | $109,297 | $74,347+47.0% | $93,606+16.8% | $67,579+61.7% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.5pp | 71.3%+28.0pp |
| Annual return | 22.27% | 28.07%-5.8pp | 32.76%-10.5pp | 378.56%-356.3pp |
| Employer contribution / active EE | $4,476 | $2,583+73.3% | $2,718+64.7% | $2,148+108.4% |
| Participant deferral / active EE | $6,366 | $4,060+56.8% | $4,069+56.5% | $3,539+79.9% |
| Admin fee / account holder | $43 | $123-64.9% | $7,888-99.5% | $142-69.8% |