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 | $66,387 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,382 |
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 | $89,210 | $102,872-13.3% | $180,183-50.5% | $102,872-13.3% |
| Participation rate | 97.5% | 73.0%+24.5pp | 77.4%+20.1pp | 73.0%+24.5pp |
| Annual return | 14.98% | 19.06%-4.1pp | 27.86%-12.9pp | 19.06%-4.1pp |
| Employer contribution / active EE | $1,605 | $3,526-54.5% | $5,039-68.1% | $3,526-54.5% |
| Participant deferral / active EE | $5,965 | $5,535+7.8% | $6,822-12.6% | $5,535+7.8% |
| Admin fee / account holder | $26 | $292-91.1% | $19,975-99.9% | $292-91.1% |