Filed July 19, 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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,389 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,479 | $82,978+98.2% | $130,231+26.3% | $74,419+121.0% |
| Participation rate | 96.4% | 73.7%+22.7pp | 76.3%+20.1pp | 70.7%+25.7pp |
| Annual return | 19.58% | 123.05%-103.5pp | 38.77%-19.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,339 | $3,391-31.0% | $4,126-43.3% | $2,637-11.3% |
| Participant deferral / active EE | $8,712 | $5,370+62.2% | $6,799+28.2% | $4,528+92.4% |
| Admin fee / account holder | -$3 | $354-100.9% | $6,020-100.1% | $348-100.9% |