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 | $22,009 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,372 |
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 | $29,421 | $35,485-17.1% | $74,550-60.5% | $55,725-47.2% |
| Participation rate | 98.6% | 62.5%+36.1pp | 69.1%+29.5pp | 70.9%+27.8pp |
| Annual return | -5.34% | 0.72%-6.1pp | 32.53%-37.9pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,528 | $777+96.5% | $1,961-22.1% | $2,078-26.5% |
| Participant deferral / active EE | $2,935 | $2,181+34.6% | $3,108-5.6% | $3,356-12.5% |
| Admin fee / account holder | $50 | $114-56.3% | $5,060-99.0% | $115-56.6% |