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 | $365,307 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,454 |
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 | $73,153 | $71,106+2.9% | $83,333-12.2% | $75,289-2.8% |
| Participation rate | 91.5% | 82.0%+9.5pp | 77.8%+13.8pp | 72.4%+19.1pp |
| Annual return | -5.40% | -0.56%-4.8pp | 10.63%-16.0pp | -0.04%-5.4pp |
| Employer contribution / active EE | $2,751 | $2,436+12.9% | $3,379-18.6% | $2,405+14.4% |
| Participant deferral / active EE | $6,719 | $6,249+7.5% | $5,565+20.7% | $3,739+79.7% |
| Admin fee / account holder | $70 | $72-3.2% | $7,510-99.1% | $102-31.5% |