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 | $36,194 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,559 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER AND DEETER Service code 10 · EIN 58-1433845 | Accounting | $23,000 |
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 | $64,928 | $47,634+36.3% | $90,404-28.2% | $90,288-28.1% |
| Participation rate | 93.7% | 67.5%+26.2pp | 72.7%+21.0pp | 73.4%+20.3pp |
| Annual return | 16.01% | 19.61%-3.6pp | 1293.02%-1277.0pp | 53.97%-38.0pp |
| Employer contribution / active EE | $2,573 | $1,749+47.1% | $3,262-21.1% | $2,524+1.9% |
| Participant deferral / active EE | $3,573 | $2,824+26.5% | $3,963-9.8% | $4,232-15.6% |
| Admin fee / account holder | $32 | $106-69.8% | $5,611-99.4% | $114-71.9% |