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 | $103,957 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,605 |
Form 5500 reported that benefits due were not provided when due.
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 | $41,033 | $69,231-40.7% | $91,989-55.4% | $67,579-39.3% |
| Participation rate | 98.6% | 78.9%+19.7pp | 78.6%+19.9pp | 71.3%+27.3pp |
| Annual return | 47.32% | 32.03%+15.3pp | 69.02%-21.7pp | 378.56%-331.2pp |
| Employer contribution / active EE | $2,097 | $2,284-8.2% | $3,452-39.2% | $2,148-2.4% |
| Participant deferral / active EE | $7,022 | $5,854+19.9% | $5,923+18.5% | $3,539+98.4% |
| Admin fee / account holder | $130 | $107+21.2% | $7,743-98.3% | $142-8.5% |