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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,319 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,575 |
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 | $86,438 | $65,376+32.2% | $87,100-0.8% | $65,185+32.6% |
| Participation rate | 94.5% | 75.3%+19.2pp | 76.9%+17.7pp | 70.2%+24.3pp |
| Annual return | 25.29% | 31.27%-6.0pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,996 | $1,822+64.4% | $2,521+18.8% | $2,177+37.6% |
| Participant deferral / active EE | $6,228 | $3,388+83.8% | $4,049+53.8% | $3,514+77.3% |
| Admin fee / account holder | $64 | $520-87.6% | $7,497-99.1% | $847-92.4% |