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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,370 | $62,127+267.6% | $81,382+180.6% | $74,495+206.6% |
| Participation rate | 99.0% | 64.0%+35.0pp | 69.5%+29.6pp | 67.2%+31.8pp |
| Annual return | 27.82% | 16.48%+11.3pp | 24.73%+3.1pp | 1364.94%-1337.1pp |
| Employer contribution / active EE | $4,801 | $1,882+155.1% | $2,463+95.0% | $2,623+83.0% |
| Participant deferral / active EE | $8,543 | $3,229+164.6% | $3,883+120.0% | $4,346+96.6% |
| Admin fee / account holder | $123 | $1,934-93.6% | $5,768-97.9% | $1,942-93.7% |