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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,157 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $31,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,310 | $104,317+64.2% | $159,436+7.4% | $86,799+97.4% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.8%+14.1pp | 72.3%+24.6pp |
| Annual return | 14.88% | 26.32%-11.4pp | 263.57%-248.7pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,556 | $3,451+3.0% | $4,829-26.4% | $2,405+47.8% |
| Participant deferral / active EE | $12,643 | $6,837+84.9% | $7,352+72.0% | $4,131+206.1% |
| Admin fee / account holder | $129 | $172-25.2% | $10,799-98.8% | $170-24.0% |