Filed September 13, 2017
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 | $27,096 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,323 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 27 · EIN 03-0327374 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,138 | $47,126+61.6% | $149,673-49.1% | $74,419+2.3% |
| Participation rate | 77.2% | 63.4%+13.8pp | 78.8%-1.5pp | 70.7%+6.5pp |
| Annual return | 19.35% | 22.75%-3.4pp | 134.42%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,114 | $1,905+11.0% | $4,818-56.1% | $2,637-19.8% |
| Participant deferral / active EE | $3,631 | $2,728+33.1% | $5,680-36.1% | $4,528-19.8% |
| Admin fee / account holder | $132 | $343-61.6% | $13,210-99.0% | $348-62.1% |