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 | $8,396 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,027 |
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 | $102,532 | $63,299+62.0% | $91,001+12.7% | $62,292+64.6% |
| Participation rate | 94.7% | 73.3%+21.3pp | 75.6%+19.1pp | 69.5%+25.1pp |
| Annual return | 16.06% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $3,121 | $1,807+72.7% | $2,456+27.1% | $2,042+52.8% |
| Participant deferral / active EE | $4,774 | $2,943+62.2% | $3,547+34.6% | $3,169+50.7% |
| Admin fee / account holder | $56 | $468-87.9% | $5,417-99.0% | $479-88.2% |