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 | $141,153 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,607 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,052 | $88,874-60.6% | $123,544-71.6% | $75,289-53.4% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.3%+7.5pp | 72.4%+17.4pp |
| Annual return | -5.95% | 4.22%-10.2pp | 119.20%-125.1pp | -0.04%-5.9pp |
| Employer contribution / active EE | $1,263 | $3,256-61.2% | $4,628-72.7% | $2,405-47.5% |
| Participant deferral / active EE | $3,958 | $6,174-35.9% | $6,426-38.4% | $3,739+5.9% |
| Admin fee / account holder | $93 | $95-1.1% | $9,284-99.0% | $102-8.6% |