Filed April 13, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,724,398 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $980,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,849 | $201,404-38.0% | $93,606+33.4% | $89,569+39.4% |
| Participation rate | 61.4% | 87.5%-26.1pp | 75.8%-14.4pp | 69.6%-8.2pp |
| Annual return | 89.17% | 23.05%+66.1pp | 32.76%+56.4pp | 34.56%+54.6pp |
| Employer contribution / active EE | $3,424 | $6,528-47.5% | $2,718+26.0% | $2,584+32.5% |
| Participant deferral / active EE | $4,563 | $9,208-50.4% | $4,069+12.2% | $4,220+8.1% |
| Admin fee / account holder | $64 | $89-28.1% | $7,888-99.2% | $72-10.3% |