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 | $28,825 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,183 |
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 | $25,876 | $34,220-24.4% | $73,843-65.0% | $59,188-56.3% |
| Participation rate | 84.8% | 59.1%+25.7pp | 73.4%+11.4pp | 69.4%+15.4pp |
| Annual return | 25.78% | 3.36%+22.4pp | 2267.84%-2242.1pp | 5.51%+20.3pp |
| Employer contribution / active EE | $1,179 | $1,480-20.3% | $2,787-57.7% | $2,098-43.8% |
| Participant deferral / active EE | $1,658 | $2,035-18.5% | $3,583-53.7% | $3,265-49.2% |
| Admin fee / account holder | $29 | $64-54.1% | $4,880-99.4% | $92-68.1% |