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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,853 | $73,638+37.0% | $95,952+5.1% | $73,488+37.2% |
| Participation rate | 94.8% | 76.2%+18.6pp | 77.1%+17.7pp | 70.7%+24.1pp |
| Annual return | 19.65% | 16.78%+2.9pp | 91.61%-72.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $3,049 | $1,863+63.7% | $2,541+20.0% | $2,270+34.3% |
| Participant deferral / active EE | $6,532 | $3,617+80.6% | $4,167+56.8% | $3,740+74.7% |
| Admin fee / account holder | $56 | $482-88.5% | $6,795-99.2% | $513-89.2% |