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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,382 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,815 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,905 | $82,202+61.7% | $125,339+6.0% | $64,808+105.1% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -14.78% | 3.48%-18.3pp | 572.05%-586.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,257 | $3,615-9.9% | $4,814-32.3% | $2,506+30.0% |
| Participant deferral / active EE | $11,687 | $7,175+62.9% | $7,446+56.9% | $4,310+171.1% |
| Admin fee / account holder | $129 | $163-20.8% | $10,010-98.7% | $188-31.1% |