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 | $12,800 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,499 |
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 | $44,058 | $75,419-41.6% | $392,568-88.8% | $67,579-34.8% |
| Participation rate | 86.7% | 74.8%+11.8pp | 78.1%+8.6pp | 71.3%+15.4pp |
| Annual return | 23.05% | 36.70%-13.7pp | 24.42%-1.4pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,199 | $2,636-54.5% | $3,783-68.3% | $2,148-44.2% |
| Participant deferral / active EE | $3,982 | $4,347-8.4% | $5,985-33.5% | $3,539+12.5% |
| Admin fee / account holder | $21 | $114-81.1% | $6,260-99.7% | $142-84.9% |