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 | $110,644 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,112 | $100,227-15.1% | $169,993-49.9% | $74,419+14.4% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.0%+9.4pp | 70.7%+25.7pp |
| Annual return | 19.17% | 66.08%-46.9pp | 53.37%-34.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $5,833 | $4,263+36.8% | $6,785-14.0% | $2,637+121.2% |
| Participant deferral / active EE | $8,958 | $7,143+25.4% | $10,408-13.9% | $4,528+97.8% |
| Admin fee / account holder | $117 | $234-50.2% | $12,815-99.1% | $348-66.4% |