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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
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 | $59,815 | $51,466+16.2% | $78,778-24.1% | $62,292-4.0% |
| Participation rate | 89.6% | 59.8%+29.8pp | 69.2%+20.4pp | 69.5%+20.1pp |
| Annual return | 19.57% | 19.96%-0.4pp | 35.62%-16.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $233 | $827-71.9% | $1,986-88.3% | $2,042-88.6% |
| Participant deferral / active EE | $2,970 | $2,147+38.3% | $2,958+0.4% | $3,169-6.3% |
| Admin fee / account holder | $105 | $489-78.6% | $5,134-98.0% | $479-78.2% |