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 | $7,893 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,148 |
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 | $62,065 | $111,608-44.4% | $177,821-65.1% | $73,409-15.5% |
| Participation rate | 82.0% | 87.9%-5.9pp | 87.7%-5.7pp | 72.2%+9.8pp |
| Annual return | 17.97% | 18.23%-0.3pp | 48.32%-30.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $2,183 | $3,796-42.5% | $5,918-63.1% | $2,234-2.3% |
| Participant deferral / active EE | $3,672 | $6,199-40.8% | $7,714-52.4% | $3,805-3.5% |
| Admin fee / account holder | $40 | $166-75.8% | $12,427-99.7% | $158-74.6% |