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 | $11,987 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,374 |
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 | $72,863 | $73,638-1.1% | $95,952-24.1% | $73,488-0.9% |
| Participation rate | 71.0% | 76.2%-5.1pp | 77.1%-6.0pp | 70.7%+0.4pp |
| Annual return | 22.43% | 16.78%+5.7pp | 91.61%-69.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $2,277 | $1,863+22.2% | $2,541-10.4% | $2,270+0.3% |
| Participant deferral / active EE | $4,707 | $3,617+30.1% | $4,167+13.0% | $3,740+25.9% |
| Admin fee / account holder | $163 | $482-66.2% | $6,795-97.6% | $513-68.2% |