Filed July 19, 2023 (most recent of 3 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 | $224,129 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,351 | $90,288-67.5% | $93,406-68.6% | $90,288-67.5% |
| Participation rate | 87.6% | 73.4%+14.2pp | 66.8%+20.8pp | 73.4%+14.2pp |
| Annual return | 13.87% | 53.97%-40.1pp | 78.05%-64.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $1,928 | $2,524-23.6% | $2,075-7.1% | $2,524-23.6% |
| Participant deferral / active EE | $2,050 | $4,232-51.6% | $3,126-34.4% | $4,232-51.6% |
| Admin fee / account holder | $75 | $114-34.4% | $5,230-98.6% | $114-34.4% |