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 | $202,079 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,367 |
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 | $75,684 | $58,290+29.8% | $98,442-23.1% | $86,799-12.8% |
| Participation rate | 96.4% | 68.3%+28.1pp | 73.3%+23.1pp | 72.3%+24.1pp |
| Annual return | 13.35% | 43.48%-30.1pp | 1492.73%-1479.4pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,667 | $2,008+32.9% | $2,960-9.9% | $2,405+10.9% |
| Participant deferral / active EE | $5,077 | $3,152+61.0% | $4,276+18.7% | $4,131+22.9% |
| Admin fee / account holder | $169 | $138+22.5% | $5,949-97.2% | $170-0.5% |