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 | $102,055 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,451 | $95,918-32.8% | $151,611-57.5% | $77,904-17.3% |
| Participation rate | 93.9% | 88.7%+5.1pp | 87.5%+6.4pp | 73.7%+20.2pp |
| Annual return | -13.74% | -5.50%-8.2pp | 3.33%-17.1pp | 12.21%-25.9pp |
| Employer contribution / active EE | $4,608 | $4,330+6.4% | $6,166-25.3% | $2,848+61.8% |
| Participant deferral / active EE | $7,020 | $7,508-6.5% | $8,363-16.1% | $4,806+46.1% |
| Admin fee / account holder | $101 | $93+8.0% | $11,616-99.1% | $133-24.0% |