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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,169 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,075 | $65,435+36.1% | $86,677+2.8% | $66,914+33.1% |
| Participation rate | 97.4% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -19.17% | -10.89%-8.3pp | 35.91%-55.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $3,206 | $2,153+48.9% | $2,836+13.0% | $2,544+26.0% |
| Participant deferral / active EE | $7,359 | $4,100+79.5% | $4,656+58.1% | $4,237+73.7% |
| Admin fee / account holder | $53 | $642-91.7% | $7,493-99.3% | $593-91.0% |