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 | $9,099 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,880 |
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 | $44,280 | $48,261-8.2% | $68,793-35.6% | $55,725-20.5% |
| Participation rate | 99.0% | 71.0%+28.0pp | 72.2%+26.8pp | 70.9%+28.2pp |
| Annual return | -4.80% | -2.61%-2.2pp | -4.63%-0.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $801 | $1,742-54.0% | $2,625-69.5% | $2,078-61.5% |
| Participant deferral / active EE | $2,725 | $2,712+0.5% | $3,311-17.7% | $3,356-18.8% |
| Admin fee / account holder | $33 | $126-73.4% | $5,131-99.3% | $115-70.9% |