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 | $42,003 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,040 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,281 | $61,052+16.8% | $142,863-50.1% | $79,386-10.2% |
| Participation rate | 94.4% | 60.1%+34.3pp | 71.9%+22.5pp | 70.7%+23.7pp |
| Annual return | 30.52% | 16.02%+14.5pp | 5637.54%-5607.0pp | 116.85%-86.3pp |
| Employer contribution / active EE | $4 | $1,481-99.7% | $4,144-99.9% | $2,427-99.8% |
| Participant deferral / active EE | $2,729 | $2,879-5.2% | $3,837-28.9% | $4,046-32.6% |
| Admin fee / account holder | $234 | $659-64.6% | $6,560-96.4% | $626-62.7% |