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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,679 | $56,423+206.0% | $77,163+123.8% | $71,457+141.7% |
| Participation rate | 99.1% | 64.3%+34.8pp | 69.6%+29.5pp | 67.9%+31.2pp |
| Annual return | 15.47% | 19.05%-3.6pp | 37.87%-22.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $4,463 | $1,866+139.2% | $2,535+76.1% | $2,588+72.5% |
| Participant deferral / active EE | $8,212 | $3,142+161.4% | $3,833+114.2% | $4,289+91.5% |
| Admin fee / account holder | $170 | $1,429-88.1% | $5,472-96.9% | $1,587-89.3% |