Filed April 23, 2021 (most recent of 6 filings on file)
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,048 | $37,213+13.0% | $156,549-73.1% | $63,975-34.3% |
| Participation rate | 46.3% | 65.0%-18.7pp | 84.0%-37.7pp | 71.1%-24.8pp |
| Annual return | 8.05% | 47.89%-39.8pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $351 | $1,357-74.1% | $5,501-93.6% | $2,182-83.9% |
| Participant deferral / active EE | $1,204 | $2,070-41.8% | $4,871-75.3% | $3,356-64.1% |
| Admin fee / account holder | $19 | $56-65.9% | $13,027-99.9% | $70-72.7% |