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 | $112,446 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,899 |
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 | $78,742 | $78,419+0.4% | $133,956-41.2% | $73,409+7.3% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.8%+17.0pp | 72.2%+24.6pp |
| Annual return | 16.02% | 33.35%-17.3pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,787 | $2,044+36.4% | $3,919-28.9% | $2,234+24.8% |
| Participant deferral / active EE | $7,998 | $3,925+103.8% | $5,048+58.4% | $3,805+110.2% |
| Admin fee / account holder | $136 | $161-15.9% | $8,927-98.5% | $158-14.1% |