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 | $157,286 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,048 |
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 | $140,451 | $101,523+38.3% | $141,162-0.5% | $77,787+80.6% |
| Participation rate | 80.3% | 77.4%+2.9pp | 82.5%-2.2pp | 73.2%+7.1pp |
| Annual return | 23.76% | 56.22%-32.5pp | 71.39%-47.6pp | 32.57%-8.8pp |
| Employer contribution / active EE | $3,275 | $3,341-2.0% | $4,735-30.8% | $2,504+30.8% |
| Participant deferral / active EE | $6,171 | $6,434-4.1% | $6,709-8.0% | $3,967+55.5% |
| Admin fee / account holder | $98 | $92+6.8% | $10,261-99.0% | $100-2.3% |