Filed April 22, 2022
Total covered: 2 employees
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) | $9,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,727 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,259 | $42,546+39.3% | $71,796-17.5% | $55,167+7.4% |
| Participation rate | 89.0% | 59.1%+29.9pp | 69.1%+19.9pp | 69.0%+20.0pp |
| Annual return | 5.66% | 12.36%-6.7pp | 78.04%-72.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $236 | $803-70.6% | $1,924-87.7% | $1,963-88.0% |
| Participant deferral / active EE | $2,894 | $2,064+40.2% | $2,794+3.6% | $3,054-5.2% |
| Admin fee / account holder | $90 | $650-86.2% | $4,815-98.1% | $504-82.2% |