Filed May 30, 2023 (most recent of 6 filings on file)
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,932 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,575 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,620 | $69,305+105.8% | $82,313+73.3% | $69,631+104.8% |
| Participation rate | 95.9% | 80.3%+15.7pp | 76.9%+19.0pp | 70.7%+25.2pp |
| Annual return | 15.06% | 21.47%-6.4pp | 25.88%-10.8pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $4,197 | $1,887+122.5% | $2,428+72.9% | $2,032+106.5% |
| Participant deferral / active EE | $6,282 | $3,568+76.0% | $3,706+69.5% | $3,224+94.9% |
| Admin fee / account holder | $42 | $97-57.1% | $5,608-99.3% | $110-62.2% |