Filed June 26, 2024
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 | $230,642 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,721 |
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 | $66,644 | $103,918-35.9% | $94,646-29.6% | $80,160-16.9% |
| Participation rate | 90.3% | 85.8%+4.5pp | 80.8%+9.5pp | 72.9%+17.4pp |
| Annual return | 29.33% | 27.77%+1.6pp | 156.71%-127.4pp | 40.38%-11.0pp |
| Employer contribution / active EE | $4,010 | $3,539+13.3% | $3,672+9.2% | $2,978+34.7% |
| Participant deferral / active EE | $13,906 | $9,528+46.0% | $7,418+87.5% | $5,017+177.2% |
| Admin fee / account holder | $90 | $96-6.2% | $7,231-98.7% | $145-37.6% |