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 | $215,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,789 |
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 | $88,449 | $115,744-23.6% | $100,391-11.9% | $199,593-55.7% |
| Participation rate | 91.0% | 85.7%+5.4pp | 81.5%+9.6pp | 72.0%+19.1pp |
| Annual return | 20.69% | 17.79%+2.9pp | 49.20%-28.5pp | 34.25%-13.6pp |
| Employer contribution / active EE | $4,616 | $3,657+26.2% | $3,942+17.1% | $3,034+52.1% |
| Participant deferral / active EE | $15,658 | $9,844+59.1% | $8,082+93.7% | $5,087+207.8% |
| Admin fee / account holder | $90 | $93-2.9% | $7,899-98.9% | $269-66.4% |