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 | $11,487 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,333 |
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 | $51,387 | $64,286-20.1% | $90,951-43.5% | $73,409-30.0% |
| Participation rate | 95.9% | 63.6%+32.3pp | 69.0%+26.9pp | 72.2%+23.7pp |
| Annual return | 22.56% | 21.45%+1.1pp | 134.60%-112.0pp | 59.29%-36.7pp |
| Employer contribution / active EE | $668 | $895-25.3% | $2,122-68.5% | $2,234-70.1% |
| Participant deferral / active EE | $2,309 | $2,453-5.9% | $3,373-31.5% | $3,805-39.3% |
| Admin fee / account holder | $43 | $287-85.0% | $5,959-99.3% | $158-72.8% |