Filed November 22, 2021 (most recent of 2 filings on file)
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 | $9,044 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,993 | $74,024+40.5% | $77,999+33.3% | $57,658+80.4% |
| Participation rate | 92.6% | 79.7%+12.8pp | 75.5%+17.1pp | 70.2%+22.4pp |
| Annual return | 7.49% | 12.14%-4.7pp | 425.96%-418.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,865 | $2,365-21.2% | $2,470-24.5% | $1,974-5.5% |
| Participant deferral / active EE | $6,061 | $3,533+71.6% | $3,497+73.3% | $3,061+98.0% |
| Admin fee / account holder | $24 | $93-74.2% | $5,480-99.6% | $95-74.6% |