Filed August 22, 2022
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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,974 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,298 | $62,132+8.3% | $185,823-63.8% | $73,488-8.4% |
| Participation rate | 96.4% | 67.8%+28.5pp | 78.0%+18.3pp | 70.7%+25.7pp |
| Annual return | 18.29% | 20.44%-2.2pp | 35.95%-17.7pp | 28.51%-10.2pp |
| Employer contribution / active EE | $4,478 | $1,681+166.3% | $4,087+9.6% | $2,270+97.3% |
| Participant deferral / active EE | $3,355 | $3,711-9.6% | $5,632-40.4% | $3,740-10.3% |
| Admin fee / account holder | $107 | $419-74.4% | $9,500-98.9% | $513-79.1% |