Filed May 11, 2023
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) | $30,092 |
PORTFOLIO EVALUATIONS, INC.5+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $6,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,824 |
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 | $114,988 | $88,122+30.5% | $141,162-18.5% | $67,579+70.2% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 21.53% | 75.40%-53.9pp | 71.39%-49.9pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,884 | $3,224-10.6% | $4,735-39.1% | $2,148+34.3% |
| Participant deferral / active EE | $9,551 | $5,958+60.3% | $6,709+42.4% | $3,539+169.8% |
| Admin fee / account holder | -$27 | $131-120.9% | $10,261-100.3% | $142-119.2% |