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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,116 |
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 | $53,499 | $47,456+12.7% | $172,739-69.0% | $77,787-31.2% |
| Participation rate | 45.2% | 66.3%-21.0pp | 82.6%-37.4pp | 73.2%-28.0pp |
| Annual return | 23.69% | 35.57%-11.9pp | 802.84%-779.2pp | 32.57%-8.9pp |
| Employer contribution / active EE | $389 | $1,574-75.3% | $5,143-92.4% | $2,504-84.5% |
| Participant deferral / active EE | $1,316 | $2,560-48.6% | $5,198-74.7% | $3,967-66.8% |
| Admin fee / account holder | $22 | $81-73.1% | $13,954-99.8% | $100-78.3% |