Filed January 20, 2023
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 | $32,887 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,658 | $79,184+36.0% | $102,438+5.1% | $74,546+44.4% |
| Participation rate | 93.3% | 74.8%+18.6pp | 76.5%+16.8pp | 67.2%+26.1pp |
| Annual return | 11.71% | 54.95%-43.2pp | 29.37%-17.7pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $2,962 | $2,362+25.4% | $3,024-2.0% | $2,624+12.9% |
| Participant deferral / active EE | $6,343 | $4,414+43.7% | $5,054+25.5% | $4,347+45.9% |
| Admin fee / account holder | $208 | $2,001-89.6% | $9,448-97.8% | $1,944-89.3% |