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.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,213,255 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $1,237,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,606 | $185,545+17.8% | $90,749+140.9% | $89,394+144.5% |
| Participation rate | 96.7% | 85.0%+11.6pp | 75.7%+21.0pp | 71.3%+25.4pp |
| Annual return | -4.20% | -13.56%+9.4pp | -12.16%+8.0pp | -11.89%+7.7pp |
| Employer contribution / active EE | $0 | $7,210-100.0% | $2,921-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $14,374 | $9,550+50.5% | $4,564+214.9% | $5,123+180.6% |
| Admin fee / account holder | $118 | $100+17.9% | $8,445-98.6% | $79+48.6% |