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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,457 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $263,072 | $68,719+282.8% | $91,541+187.4% | $84,808+210.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.25% | 19.12%-6.9pp | 20.50%-8.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,143 | $1,920+167.9% | $2,505+105.3% | $2,631+95.5% |
| Participant deferral / active EE | $10,254 | $3,136+227.0% | $4,008+155.8% | $4,212+143.5% |
| Admin fee / account holder | $199 | $5,786-96.6% | $6,956-97.1% | $7,344-97.3% |