Filed June 30, 2023 (most recent of 3 filings on file)
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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,577 | $69,823+203.0% | $77,163+174.2% | $74,419+184.3% |
| Participation rate | 96.4% | 70.0%+26.4pp | 69.6%+26.8pp | 70.7%+25.6pp |
| Annual return | 19.56% | 19.98%-0.4pp | 37.87%-18.3pp | 34.38%-14.8pp |
| Employer contribution / active EE | $4,709 | $2,150+119.0% | $2,535+85.8% | $2,637+78.5% |
| Participant deferral / active EE | $9,656 | $3,558+171.4% | $3,833+151.9% | $4,528+113.3% |
| Admin fee / account holder | -$79 | $398-120.0% | $5,472-101.5% | $348-122.9% |