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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,367 | $65,223+55.4% | $80,019+26.7% | $55,725+81.9% |
| Participation rate | 93.4% | 80.6%+12.9pp | 75.8%+17.6pp | 70.9%+22.6pp |
| Annual return | -4.83% | 7.59%-12.4pp | 11.22%-16.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,942 | $2,544-23.7% | $2,468-21.3% | $2,078-6.6% |
| Participant deferral / active EE | $6,161 | $3,881+58.8% | $3,686+67.2% | $3,356+83.6% |
| Admin fee / account holder | -$9 | $114-108.1% | $6,521-100.1% | $115-108.0% |