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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,922 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,020 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,830 | $117,025+133.1% | $91,541+198.0% | $85,563+218.9% |
| Participation rate | 98.5% | 64.2%+34.2pp | 69.8%+28.7pp | 66.0%+32.5pp |
| Annual return | 17.66% | 18.02%-0.4pp | 20.50%-2.8pp | 31.51%-13.9pp |
| Employer contribution / active EE | $4,986 | $2,120+135.2% | $2,505+99.1% | $2,654+87.9% |
| Participant deferral / active EE | $10,281 | $3,446+198.3% | $4,008+156.5% | $4,375+135.0% |
| Admin fee / account holder | $136 | $1,242-89.1% | $6,956-98.1% | $834-83.8% |