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 | $163,296 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,774 |
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 | $131,905 | $160,882-18.0% | $200,582-34.2% | $102,872+28.2% |
| Participation rate | 94.0% | 91.2%+2.8pp | 86.9%+7.1pp | 73.0%+20.9pp |
| Annual return | 18.94% | 18.15%+0.8pp | 42.33%-23.4pp | 19.06%-0.1pp |
| Employer contribution / active EE | $7,202 | $5,602+28.6% | $6,419+12.2% | $3,526+104.2% |
| Participant deferral / active EE | $13,462 | $9,300+44.8% | $9,331+44.3% | $5,535+143.2% |
| Admin fee / account holder | $96 | $125-23.3% | $16,305-99.4% | $292-67.2% |