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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,692 |
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 | $54,056 | $42,548+27.0% | $74,550-27.5% | $56,287-4.0% |
| Participation rate | 86.3% | 60.5%+25.8pp | 69.1%+17.1pp | 69.9%+16.4pp |
| Annual return | -3.95% | 12.40%-16.3pp | 32.53%-36.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $231 | $855-73.0% | $1,961-88.2% | $2,111-89.1% |
| Participant deferral / active EE | $3,101 | $2,277+36.2% | $3,108-0.2% | $3,350-7.4% |
| Admin fee / account holder | $45 | $467-90.3% | $5,060-99.1% | $521-91.3% |