Filed July 6, 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 | $82,457 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,161 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,578 | $53,136+59.2% | $155,509-45.6% | $199,593-57.6% |
| Participation rate | 94.3% | 64.1%+30.2pp | 78.2%+16.1pp | 72.0%+22.3pp |
| Annual return | 13.41% | 41.15%-27.7pp | 64.67%-51.3pp | 34.25%-20.8pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $8,202 | $3,161+159.5% | $5,626+45.8% | $5,087+61.2% |
| Admin fee / account holder | $33 | $185-82.0% | $15,912-99.8% | $269-87.6% |