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 | $9,338 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,997 |
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 | $78,401 | $71,666+9.4% | $117,854-33.5% | $69,631+12.6% |
| Participation rate | 74.2% | 77.5%-3.3pp | 79.7%-5.5pp | 70.7%+3.5pp |
| Annual return | 16.95% | 18.86%-1.9pp | 335.08%-318.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,112 | $1,889-41.1% | $3,786-70.6% | $2,032-45.3% |
| Participant deferral / active EE | $2,495 | $3,340-25.3% | $4,482-44.3% | $3,224-22.6% |
| Admin fee / account holder | $41 | $120-65.8% | $8,020-99.5% | $110-62.7% |