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 | $241,309 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,008 |
Form 5500 reported that benefits due were not provided when due.
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 | $30,003 | $329,111-90.9% | $108,745-72.4% | $329,111-90.9% |
| Participation rate | 94.9% | 67.9%+27.1pp | 77.7%+17.2pp | 67.9%+27.1pp |
| Annual return | 8.80% | 16.35%-7.6pp | 46.22%-37.4pp | 16.35%-7.6pp |
| Employer contribution / active EE | $1,371 | $2,303-40.5% | $3,323-58.8% | $2,303-40.5% |
| Participant deferral / active EE | $2,328 | $3,682-36.8% | $5,121-54.5% | $3,682-36.8% |
| Admin fee / account holder | $19 | $754-97.4% | $6,144-99.7% | $754-97.4% |