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 | $11,101 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,657 |
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 | $27,840 | $56,638-50.8% | $169,368-83.6% | $74,419-62.6% |
| Participation rate | 96.5% | 67.5%+29.0pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 19.34% | 24.75%-5.4pp | 405.60%-386.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $579 | $2,027-71.4% | $4,013-85.6% | $2,637-78.1% |
| Participant deferral / active EE | $4,195 | $4,223-0.7% | $6,221-32.6% | $4,528-7.4% |
| Admin fee / account holder | $14 | $307-95.4% | $9,003-99.8% | $348-96.0% |