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 | $56,516 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,697 |
OGLETREE DEAKINS2+ years Filed as: OGLETREE, DEAKINS, NASH, Service code 29 · EIN 57-1044820 | Legal | $5,295 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,017 | $168,231-50.7% | $67,834+22.4% | $63,975+29.8% |
| Participation rate | 90.6% | 66.8%+23.8pp | 68.8%+21.8pp | 71.1%+19.5pp |
| Annual return | 2.62% | 11.76%-9.1pp | 138.47%-135.8pp | 48.65%-46.0pp |
| Employer contribution / active EE | $1,896 | $1,907-0.6% | $2,403-21.1% | $2,182-13.1% |
| Participant deferral / active EE | $5,536 | $2,827+95.9% | $3,160+75.2% | $3,356+64.9% |
| Admin fee / account holder | $52 | $81-35.0% | $4,622-98.9% | $70-25.7% |