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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,519 |
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 | $91,940 | $62,267+47.7% | $110,238-16.6% | $55,725+65.0% |
| Participation rate | 95.8% | 78.1%+17.7pp | 79.8%+16.0pp | 70.9%+24.9pp |
| Annual return | -5.13% | -1.07%-4.1pp | 314.74%-319.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $5,289 | $1,941+172.4% | $3,826+38.2% | $2,078+154.5% |
| Participant deferral / active EE | $4,153 | $3,516+18.1% | $4,672-11.1% | $3,356+23.8% |
| Admin fee / account holder | $92 | $121-23.8% | $8,547-98.9% | $115-20.0% |