Filed September 19, 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) | $11,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,652 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,654 | $102,553+45.0% | $151,611-2.0% | $66,914+122.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -18.74% | -10.82%-7.9pp | 3.33%-22.1pp | 1.58%-20.3pp |
| Employer contribution / active EE | $9,651 | $4,180+130.9% | $6,166+56.5% | $2,544+279.3% |
| Participant deferral / active EE | $10,012 | $6,641+50.8% | $8,363+19.7% | $4,237+136.3% |
| Admin fee / account holder | -$118 | $630-118.8% | $11,616-101.0% | $593-119.9% |