Filed July 10, 2024
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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,219 |
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 | $77,850 | $59,186+31.5% | $76,768+1.4% | $56,287+38.3% |
| Participation rate | 93.4% | 75.2%+18.1pp | 77.0%+16.4pp | 69.9%+23.5pp |
| Annual return | -3.46% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,902 | $1,759+65.0% | $2,485+16.8% | $2,111+37.5% |
| Participant deferral / active EE | $6,309 | $3,255+93.8% | $3,852+63.8% | $3,350+88.4% |
| Admin fee / account holder | $65 | $489-86.6% | $6,675-99.0% | $521-87.4% |