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 | $10,175 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,427 |
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 | $79,162 | $53,925+46.8% | $75,670+4.6% | $69,631+13.7% |
| Participation rate | 95.1% | 71.2%+23.9pp | 72.3%+22.7pp | 70.7%+24.4pp |
| Annual return | 19.55% | 17.84%+1.7pp | 27.34%-7.8pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $4,172 | $1,802+131.5% | $2,352+77.4% | $2,032+105.3% |
| Participant deferral / active EE | $6,005 | $2,569+133.7% | $3,142+91.1% | $3,224+86.3% |
| Admin fee / account holder | $32 | $97-67.1% | $5,800-99.4% | $110-71.0% |