Filed December 20, 2022 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,803 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,809 | $111,491-30.2% | $189,513-58.9% | $86,799-10.4% |
| Participation rate | 91.6% | 87.3%+4.3pp | 87.8%+3.8pp | 72.3%+19.3pp |
| Annual return | 15.38% | 83.50%-68.1pp | 555.15%-539.8pp | 97.91%-82.5pp |
| Employer contribution / active EE | $3,818 | $3,951-3.4% | $6,162-38.0% | $2,405+58.7% |
| Participant deferral / active EE | $6,466 | $6,437+0.5% | $8,221-21.3% | $4,131+56.5% |
| Admin fee / account holder | $104 | $189-44.9% | $12,045-99.1% | $170-38.7% |