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 7-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 | $27,391 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,558 |
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 | $70,548 | $100,801-30.0% | $149,696-52.9% | $73,409-3.9% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 22.49% | 265.34%-242.8pp | 276.60%-254.1pp | 59.29%-36.8pp |
| Employer contribution / active EE | $9,961 | $3,312+200.8% | $4,644+114.5% | $2,234+346.0% |
| Participant deferral / active EE | $10,521 | $6,404+64.3% | $6,842+53.8% | $3,805+176.5% |
| Admin fee / account holder | $122 | $181-32.3% | $9,309-98.7% | $158-22.4% |