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 | $54,134 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,892 | $95,274+68.9% | $135,903+18.4% | $74,419+116.2% |
| Participation rate | 98.2% | 78.2%+20.0pp | 81.9%+16.3pp | 70.7%+27.4pp |
| Annual return | 18.69% | 32.77%-14.1pp | 68.23%-49.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $5,467 | $3,874+41.1% | $4,856+12.6% | $2,637+107.3% |
| Participant deferral / active EE | $14,687 | $7,782+88.7% | $7,758+89.3% | $4,528+224.4% |
| Admin fee / account holder | $120 | $266-55.0% | $10,762-98.9% | $348-65.5% |