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 | $9,963 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,696 |
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 | $48,077 | $82,093-41.4% | $379,746-87.3% | $73,409-34.5% |
| Participation rate | 90.6% | 76.8%+13.8pp | 78.4%+12.2pp | 72.2%+18.4pp |
| Annual return | 17.61% | 18.89%-1.3pp | 34.90%-17.3pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,341 | $2,847-52.9% | $3,540-62.1% | $2,234-40.0% |
| Participant deferral / active EE | $4,337 | $4,697-7.7% | $6,024-28.0% | $3,805+14.0% |
| Admin fee / account holder | $18 | $128-86.1% | $7,927-99.8% | $158-88.8% |