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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,995 |
PRECEPT ADVISORY GROUP2+ years Service code 27 · EIN 01-0944247 | Advisory (Plan) | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,444 |
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 | $143,517 | $65,592+118.8% | $90,160+59.2% | $69,631+106.1% |
| Participation rate | 74.6% | 77.6%-3.0pp | 76.9%-2.2pp | 70.7%+3.9pp |
| Annual return | 18.26% | 57.10%-38.8pp | 34.88%-16.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,042 | $2,193-6.9% | $3,318-38.5% | $2,032+0.5% |
| Participant deferral / active EE | $7,601 | $5,257+44.6% | $5,288+43.7% | $3,224+135.8% |
| Admin fee / account holder | $31 | $86-64.1% | $5,943-99.5% | $110-72.1% |