Filed December 7, 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 6-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 | $34,592 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,009 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,093 | $115,744+4.6% | $100,391+20.6% | $199,593-39.3% |
| Participation rate | 96.1% | 85.7%+10.5pp | 81.5%+14.7pp | 72.0%+24.2pp |
| Annual return | 17.79% | 17.79%0pp | 49.20%-31.4pp | 34.25%-16.5pp |
| Employer contribution / active EE | $4,575 | $3,657+25.1% | $3,942+16.1% | $3,034+50.8% |
| Participant deferral / active EE | $15,105 | $9,844+53.4% | $8,082+86.9% | $5,087+196.9% |
| Admin fee / account holder | $19 | $93-79.1% | $7,899-99.8% | $269-92.8% |