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 | $346,132 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $284,595 |
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 | $128,070 | $67,512+89.7% | $185,823-31.1% | $93,030+37.7% |
| Participation rate | 98.1% | 67.1%+31.0pp | 81.7%+16.4pp | 73.9%+24.2pp |
| Annual return | 13.52% | 21.04%-7.5pp | 122.05%-108.5pp | 158.70%-145.2pp |
| Employer contribution / active EE | $4,998 | $1,783+180.3% | $5,167-3.3% | $2,706+84.7% |
| Participant deferral / active EE | $8,316 | $3,035+174.0% | $5,568+49.4% | $4,562+82.3% |
| Admin fee / account holder | $99 | $318-68.8% | $16,237-99.4% | $152-34.6% |