Filed March 9, 2020
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 8-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 | $109,552 |
AMERICAN FUNDS3 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 26 · EIN 26-4789150 | Advisory (Participants) | $65,000 |
COHNREZNICK LLP8+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $43,050 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,901 | $129,095+61.0% | $184,200+12.9% | $77,671+167.7% |
| Participation rate | 94.8% | 87.3%+7.4pp | 86.8%+7.9pp | 70.6%+24.2pp |
| Annual return | 15.54% | 33.29%-17.7pp | 28.80%-13.3pp | 31.21%-15.7pp |
| Employer contribution / active EE | $5,477 | $4,410+24.2% | $6,424-14.7% | $2,726+100.9% |
| Participant deferral / active EE | $10,229 | $7,300+40.1% | $9,132+12.0% | $4,648+120.1% |
| Admin fee / account holder | $209 | $256-18.1% | $13,907-98.5% | $430-51.4% |