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 | $51,162 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,799 |
Filed as: PENSION PLANNING SOLUTIONS, INC Service code 27 · EIN 56-2131201 | Advisory (Plan) | $7,500 |
Filed as: PPS Service code 16 · EIN 56-2131201 | Consulting | $7,500 |
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 | $37,007 | $67,598-45.3% | $75,886-51.2% | $77,787-52.4% |
| Participation rate | 89.3% | 69.6%+19.7pp | 69.3%+20.0pp | 73.2%+16.1pp |
| Annual return | 20.96% | 23.18%-2.2pp | 30.76%-9.8pp | 32.57%-11.6pp |
| Employer contribution / active EE | $945 | $2,430-61.1% | $2,500-62.2% | $2,504-62.2% |
| Participant deferral / active EE | $3,426 | $3,502-2.2% | $3,603-4.9% | $3,967-13.7% |
| Admin fee / account holder | $38 | $96-60.3% | $5,418-99.3% | $100-61.8% |