Filed March 29, 2023
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,829 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,819 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,521 | $71,666+29.1% | $117,854-21.5% | $69,631+32.9% |
| Participation rate | 95.8% | 77.5%+18.3pp | 79.7%+16.2pp | 70.7%+25.1pp |
| Annual return | 18.99% | 18.86%+0.1pp | 335.08%-316.1pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $3,893 | $1,889+106.1% | $3,786+2.8% | $2,032+91.6% |
| Participant deferral / active EE | $3,456 | $3,340+3.5% | $4,482-22.9% | $3,224+7.2% |
| Admin fee / account holder | $80 | $120-33.4% | $8,020-99.0% | $110-27.5% |