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 | $15,172 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,546 |
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 | $35,028 | $40,174-12.8% | $84,015-58.3% | $67,579-48.2% |
| Participation rate | 97.2% | 62.7%+34.5pp | 69.0%+28.2pp | 71.3%+25.9pp |
| Annual return | 23.35% | 25.82%-2.5pp | 71.31%-48.0pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,577 | $808+95.3% | $1,983-20.5% | $2,148-26.6% |
| Participant deferral / active EE | $2,952 | $2,301+28.3% | $3,239-8.9% | $3,539-16.6% |
| Admin fee / account holder | $41 | $128-68.1% | $6,101-99.3% | $142-71.2% |