Filed December 7, 2021
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 |
|---|---|---|
STRTEGIC ADVISORS, INC1 year Filed as: STRTEGIC ADVISORS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,509 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,182 | $75,388+196.0% | $123,544+80.6% | $55,725+300.5% |
| Participation rate | 94.3% | 75.7%+18.7pp | 82.3%+12.0pp | 70.9%+23.5pp |
| Annual return | -5.92% | 4.48%-10.4pp | 119.20%-125.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $14,711 | $3,063+380.3% | $4,628+217.9% | $2,078+607.9% |
| Participant deferral / active EE | $10,415 | $5,651+84.3% | $6,426+62.1% | $3,356+210.4% |
| Admin fee / account holder | $20 | $120-83.2% | $9,284-99.8% | $115-82.5% |