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 | $335,785 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,008 |
Form 5500 reported that benefits due were not provided when due.
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 | $79,183 | $80,360-1.5% | $90,160-12.2% | $77,958+1.6% |
| Participation rate | 95.5% | 81.9%+13.5pp | 76.9%+18.6pp | 71.6%+23.8pp |
| Annual return | 19.13% | 24.56%-5.4pp | 34.88%-15.8pp | 20.87%-1.7pp |
| Employer contribution / active EE | $2,746 | $2,326+18.1% | $3,318-17.2% | $2,310+18.8% |
| Participant deferral / active EE | $6,555 | $5,829+12.5% | $5,288+24.0% | $3,537+85.4% |
| Admin fee / account holder | $65 | $64+1.8% | $5,943-98.9% | $97-33.3% |