Filed August 31, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,450 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $41,688 |
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP LLC Service code 27 · EIN 01-0944247 | Advisory (Plan) | $39,583 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,716 | $48,698+332.7% | $93,606+125.1% | $199,593+5.6% |
| Participation rate | 97.6% | 63.5%+34.0pp | 68.7%+28.9pp | 72.0%+25.6pp |
| Annual return | 187.64% | 15.34%+172.3pp | 133.20%+54.4pp | 34.25%+153.4pp |
| Employer contribution / active EE | $7,715 | $1,135+579.7% | $2,420+218.8% | $3,034+154.3% |
| Participant deferral / active EE | $14,420 | $2,817+411.9% | $4,411+226.9% | $5,087+183.5% |
| Admin fee / account holder | $73 | $195-62.8% | $8,285-99.1% | $269-73.0% |