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 | $40,422 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,182 |
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 | $111,393 | $26,479+320.7% | $74,701+49.1% | $77,787+43.2% |
| Participation rate | 96.7% | 37.6%+59.1pp | 54.5%+42.2pp | 73.2%+23.5pp |
| Annual return | 22.86% | 38.31%-15.4pp | 752.92%-730.1pp | 32.57%-9.7pp |
| Employer contribution / active EE | $6,455 | $440+1368.6% | $1,084+495.7% | $2,504+157.8% |
| Participant deferral / active EE | $5,106 | $1,074+375.2% | $1,964+160.0% | $3,967+28.7% |
| Admin fee / account holder | $39 | $119-67.6% | $3,333-98.8% | $100-61.4% |