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 | $12,322 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,016 |
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 | $121,398 | $80,177+51.4% | $123,892-2.0% | $57,658+110.5% |
| Participation rate | 96.5% | 74.4%+22.1pp | 81.4%+15.1pp | 70.2%+26.3pp |
| Annual return | 7.57% | 17.90%-10.3pp | 47.52%-39.9pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,825 | $2,913+31.3% | $4,617-17.2% | $1,974+93.8% |
| Participant deferral / active EE | $7,246 | $5,130+41.2% | $5,984+21.1% | $3,061+136.8% |
| Admin fee / account holder | $37 | $106-65.0% | $8,357-99.6% | $95-60.7% |