Filed January 12, 2024
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,933 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,472 | $56,317+135.2% | $71,209+86.0% | $74,304+78.3% |
| Participation rate | 93.6% | 55.1%+38.5pp | 73.8%+19.8pp | 60.3%+33.3pp |
| Annual return | 19.22% | 42.83%-23.6pp | 282.51%-263.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $5,182 | $2,160+139.9% | $2,721+90.4% | $2,241+131.2% |
| Participant deferral / active EE | $8,741 | $2,788+213.5% | $4,175+109.4% | $3,767+132.0% |
| Admin fee / account holder | $44 | $2,290-98.1% | $5,349-99.2% | $2,969-98.5% |