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 | $442,640 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,391 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $40,000 |
BKD, LLP5+ years Filed as: BKD LLP Service code 16 · EIN 44-0160260 | Consulting | $18,400 |
OGLETREE DEAKINS2 years Filed as: OGLETREE DEAKING Service code 16 · EIN 57-1044820 | Consulting | $11,412 |
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 | $62,940 | $127,218-50.5% | $392,568-84.0% | $77,787-19.1% |
| Participation rate | 93.9% | 82.0%+11.9pp | 78.1%+15.8pp | 73.2%+20.7pp |
| Annual return | 91.32% | 25.27%+66.0pp | 24.42%+66.9pp | 32.57%+58.7pp |
| Employer contribution / active EE | $2,410 | $3,064-21.3% | $3,783-36.3% | $2,504-3.8% |
| Participant deferral / active EE | $4,457 | $4,820-7.5% | $5,985-25.5% | $3,967+12.3% |
| Admin fee / account holder | $137 | $89+53.7% | $6,260-97.8% | $100+36.7% |