Filed August 29, 2023 (most recent of 2 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 | $15,983 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,212 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,985 | $79,519+0.6% | $95,952-16.6% | $73,409+9.0% |
| Participation rate | 88.1% | 81.2%+6.9pp | 77.1%+11.0pp | 72.2%+15.9pp |
| Annual return | 28.67% | 19.20%+9.5pp | 91.61%-62.9pp | 59.29%-30.6pp |
| Employer contribution / active EE | $3,052 | $2,048+49.1% | $2,541+20.1% | $2,234+36.7% |
| Participant deferral / active EE | $9,618 | $4,138+132.4% | $4,167+130.8% | $3,805+152.7% |
| Admin fee / account holder | $96 | $184-48.1% | $6,795-98.6% | $158-39.4% |