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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,168 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,413 | $78,419+58.7% | $133,956-7.1% | $73,409+69.5% |
| Participation rate | 96.5% | 78.6%+17.9pp | 79.8%+16.6pp | 72.2%+24.3pp |
| Annual return | 15.08% | 33.35%-18.3pp | 45.09%-30.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $6,951 | $2,044+240.2% | $3,919+77.4% | $2,234+211.2% |
| Participant deferral / active EE | $4,515 | $3,925+15.0% | $5,048-10.6% | $3,805+18.6% |
| Admin fee / account holder | $78 | $161-51.6% | $8,927-99.1% | $158-50.6% |