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 | $128,991 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,573 |
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 | $91,194 | $118,101-22.8% | $106,387-14.3% | $75,289+21.1% |
| Participation rate | 79.1% | 81.4%-2.3pp | 77.5%+1.6pp | 72.4%+6.7pp |
| Annual return | -4.31% | -2.42%-1.9pp | 0.25%-4.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,539 | $2,880+22.9% | $3,520+0.6% | $2,405+47.2% |
| Participant deferral / active EE | $6,939 | $4,681+48.2% | $5,421+28.0% | $3,739+85.6% |
| Admin fee / account holder | $96 | $85+13.2% | $7,510-98.7% | $102-6.5% |