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 9-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,489 |
KILPATRICK TOWNSEND1+ years Service code 29 · EIN 58-0511774 | Legal | $21,759 |
Service code 37 · EIN 04-2654524 | Loan Processing | $5,812 |
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 | $107,742 | $71,957+49.7% | $67,652+59.3% | $59,188+82.0% |
| Participation rate | 92.8% | 82.7%+10.1pp | 75.7%+17.1pp | 69.4%+23.4pp |
| Annual return | 1.30% | 8.53%-7.2pp | 6625.04%-6623.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $3,146 | $2,432+29.4% | $2,266+38.9% | $2,098+50.0% |
| Participant deferral / active EE | $5,857 | $4,211+39.1% | $3,560+64.5% | $3,265+79.4% |
| Admin fee / account holder | $73 | $64+14.0% | $4,821-98.5% | $92-20.7% |