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 | $7,857 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,705 |
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 | $94,069 | $85,135+10.5% | $98,907-4.9% | $73,409+28.1% |
| Participation rate | 97.6% | 81.1%+16.5pp | 76.0%+21.6pp | 72.2%+25.4pp |
| Annual return | 17.37% | 19.14%-1.8pp | 196.43%-179.1pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,999 | $2,721-26.5% | $2,689-25.7% | $2,234-10.5% |
| Participant deferral / active EE | $6,675 | $4,349+53.5% | $4,244+57.3% | $3,805+75.4% |
| Admin fee / account holder | $39 | $139-72.3% | $6,642-99.4% | $158-75.6% |