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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,697 | $74,347+55.6% | $93,606+23.6% | $67,579+71.2% |
| Participation rate | 90.2% | 80.6%+9.6pp | 75.8%+14.3pp | 71.3%+18.9pp |
| Annual return | 23.24% | 28.07%-4.8pp | 32.76%-9.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,278 | $2,583-11.8% | $2,718-16.2% | $2,148+6.0% |
| Participant deferral / active EE | $6,795 | $4,060+67.4% | $4,069+67.0% | $3,539+92.0% |
| Admin fee / account holder | $4 | $123-96.4% | $7,888-99.9% | $142-96.9% |