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 | $12,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,640 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,491 |
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 | $63,105 | $89,436-29.4% | $164,813-61.7% | $77,643-18.7% |
| Participation rate | 89.2% | 78.6%+10.6pp | 78.6%+10.6pp | 70.6%+18.7pp |
| Annual return | 15.43% | 28.83%-13.4pp | 69.93%-54.5pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,002 | $2,569-61.0% | $4,341-76.9% | $2,726-63.2% |
| Participant deferral / active EE | $5,353 | $4,897+9.3% | $6,031-11.3% | $4,647+15.2% |
| Admin fee / account holder | $34 | $339-90.1% | $12,690-99.7% | $430-92.2% |