Filed March 30, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,162 | $167,950+7.3% | $112,887+59.6% | $80,160+124.8% |
| Participation rate | 98.3% | 94.5%+3.8pp | 80.5%+17.8pp | 72.9%+25.4pp |
| Annual return | 17.13% | 18.78%-1.7pp | 34.10%-17.0pp | 40.38%-23.3pp |
| Employer contribution / active EE | $4,361 | $6,272-30.5% | $4,563-4.4% | $2,978+46.5% |
| Participant deferral / active EE | $12,620 | $9,857+28.0% | $6,513+93.8% | $5,017+151.5% |
| Admin fee / account holder | $74 | $104-28.2% | $7,047-98.9% | $145-48.6% |