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 8-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 10 · EIN 64-0767137 | Accounting | $11,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,974 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,297 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,541 | $91,372-37.0% | $129,995-55.7% | $74,419-22.7% |
| Participation rate | 88.6% | 77.8%+10.8pp | 78.5%+10.1pp | 70.7%+17.9pp |
| Annual return | 20.05% | 23.21%-3.2pp | -137.18%+157.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $959 | $2,563-62.6% | $4,320-77.8% | $2,637-63.6% |
| Participant deferral / active EE | $5,101 | $4,721+8.1% | $5,820-12.4% | $4,528+12.6% |
| Admin fee / account holder | $29 | $283-89.8% | $10,614-99.7% | $348-91.7% |