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 | $10,755 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,596 |
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 | $54,127 | $88,515-38.8% | $162,163-66.6% | $67,579-19.9% |
| Participation rate | 85.5% | 86.8%-1.3pp | 87.6%-2.0pp | 71.3%+14.2pp |
| Annual return | 23.43% | 27.04%-3.6pp | 115.59%-92.2pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,045 | $3,563-42.6% | $5,614-63.6% | $2,148-4.8% |
| Participant deferral / active EE | $3,393 | $5,724-40.7% | $7,298-53.5% | $3,539-4.1% |
| Admin fee / account holder | $47 | $124-61.9% | $10,843-99.6% | $142-66.9% |