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 | $49,017 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,571 |
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 | $60,984 | $91,372-33.3% | $129,995-53.1% | $74,419-18.1% |
| Participation rate | 96.3% | 77.8%+18.5pp | 78.5%+17.8pp | 70.7%+25.6pp |
| Annual return | 17.73% | 23.21%-5.5pp | -137.18%+154.9pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,869 | $2,563-27.1% | $4,320-56.7% | $2,637-29.1% |
| Participant deferral / active EE | $5,582 | $4,721+18.2% | $5,820-4.1% | $4,528+23.3% |
| Admin fee / account holder | $130 | $283-54.1% | $10,614-98.8% | $348-62.6% |