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.4+ years Filed as: STRATEGIC EQUITY GROUP Service code 34 6 HUTTON CENTRE DR 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $6,325 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,217 | $66,310-83.1% | $93,606-88.0% | $65,185-82.8% |
| Participation rate | 73.6% | 74.0%-0.4pp | 75.8%-2.3pp | 70.2%+3.4pp |
| Annual return | -23.18% | 42.58%-65.8pp | 32.76%-55.9pp | 29.38%-52.6pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $37 | $6,897-99.5% | $7,888-99.5% | $847-95.7% |