Filed February 10, 2021
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 | $50,479 |
WESTMINSTER CONSULTING, LLC4 years Filed as: WESTMINSTER CONSULTING Service code 17 · EIN 45-3679779 | Pension Consulting | $28,625 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,544 | $100,801+0.7% | $149,696-32.2% | $73,409+38.3% |
| Participation rate | 96.7% | 77.7%+19.0pp | 82.5%+14.2pp | 72.2%+24.5pp |
| Annual return | 23.87% | 265.34%-241.5pp | 276.60%-252.7pp | 59.29%-35.4pp |
| Employer contribution / active EE | $705 | $3,312-78.7% | $4,644-84.8% | $2,234-68.4% |
| Participant deferral / active EE | $8,686 | $6,404+35.6% | $6,842+27.0% | $3,805+128.2% |
| Admin fee / account holder | $154 | $181-14.7% | $9,309-98.3% | $158-2.3% |