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 | $43,372 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,354 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,293 | $82,783-33.2% | $133,956-58.7% | $90,288-38.8% |
| Participation rate | 94.9% | 81.3%+13.6pp | 79.8%+15.0pp | 73.4%+21.5pp |
| Annual return | 14.06% | 21.89%-7.8pp | 45.09%-31.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $407 | $2,388-83.0% | $3,919-89.6% | $2,524-83.9% |
| Participant deferral / active EE | $4,441 | $4,291+3.5% | $5,048-12.0% | $4,232+4.9% |
| Admin fee / account holder | $26 | $93-72.2% | $8,927-99.7% | $114-77.4% |