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 6-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 | $128,400 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,734 |
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 | $107,410 | $104,697+2.6% | $96,544+11.3% | $80,160+34.0% |
| Participation rate | 97.3% | 86.4%+10.9pp | 76.0%+21.3pp | 72.9%+24.4pp |
| Annual return | 20.50% | 21.78%-1.3pp | 25.84%-5.3pp | 40.38%-19.9pp |
| Employer contribution / active EE | $5,603 | $3,536+58.4% | $2,965+89.0% | $2,978+88.2% |
| Participant deferral / active EE | $8,352 | $6,188+35.0% | $4,851+72.2% | $5,017+66.5% |
| Admin fee / account holder | $68 | $107-36.3% | $8,252-99.2% | $145-53.1% |