Filed February 20, 2024
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 9-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 Filed as: STRATEGIC EQUITY GROUP Service code 34 6 HUTTON CENTRE DR 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $5,775 |
AMBROSE ESOP ADVISORS, LLC3+ years Service code 14 · EIN 75-2988337 | Plan Administrator | $5,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,836 | $58,083-74.5% | $80,019-81.5% | $56,287-73.6% |
| Participation rate | 90.5% | 73.6%+16.9pp | 75.8%+14.7pp | 69.9%+20.7pp |
| Annual return | -16.47% | 34.61%-51.1pp | 11.22%-27.7pp | -9.96%-6.5pp |
| Employer contribution / active EE | $59 | $1,932-96.9% | $2,468-97.6% | $2,111-97.2% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $50 | $623-92.0% | $6,521-99.2% | $521-90.4% |