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 8-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 | $70,055 |
Filed as: WORLD INVESTMENT ADVISORS Service code 16 · EIN 61-1758632 | Consulting | $48,233 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,598 |
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 | $76,754 | $50,982+50.6% | $154,803-50.4% | $85,563-10.3% |
| Participation rate | 97.0% | 59.8%+37.2pp | 78.1%+18.9pp | 66.0%+31.0pp |
| Annual return | 19.08% | 30.35%-11.3pp | 58.88%-39.8pp | 31.51%-12.4pp |
| Employer contribution / active EE | $4,466 | $1,708+161.4% | $4,305+3.7% | $2,654+68.3% |
| Participant deferral / active EE | $6,721 | $2,474+171.7% | $5,540+21.3% | $4,375+53.6% |
| Admin fee / account holder | $133 | $846-84.3% | $14,329-99.1% | $834-84.1% |