Filed February 26, 2024 (most recent of 3 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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,650 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,223 | $56,317+868.1% | $71,209+665.7% | $74,304+633.8% |
| Participation rate | 95.0% | 55.1%+39.9pp | 73.8%+21.2pp | 60.3%+34.7pp |
| Annual return | 19.61% | 42.83%-23.2pp | 282.51%-262.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $19,932 | $2,160+822.8% | $2,721+632.5% | $2,241+789.3% |
| Participant deferral / active EE | $14,044 | $2,788+403.8% | $4,175+236.4% | $3,767+272.8% |
| Admin fee / account holder | -$174 | $2,290-107.6% | $5,349-103.3% | $2,969-105.9% |