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 | $6,050 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,144 |
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 | $155,658 | $93,131+67.1% | $106,548+46.1% | $86,799+79.3% |
| Participation rate | 97.4% | 81.4%+16.0pp | 76.1%+21.3pp | 72.3%+25.2pp |
| Annual return | 56.72% | 19.45%+37.3pp | 26.80%+29.9pp | 97.91%-41.2pp |
| Employer contribution / active EE | $3,541 | $2,895+22.3% | $2,819+25.6% | $2,405+47.2% |
| Participant deferral / active EE | $4,954 | $4,708+5.2% | $4,398+12.6% | $4,131+19.9% |
| Admin fee / account holder | $34 | $145-76.9% | $7,407-99.5% | $170-80.2% |