Filed December 7, 2016
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,640 | $84,487+59.4% | $125,339+7.4% | $66,914+101.2% |
| Participation rate | 84.2% | 76.4%+7.8pp | 82.4%+1.8pp | 69.8%+14.4pp |
| Annual return | -18.83% | -8.39%-10.4pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $5,857 | $3,553+64.9% | $4,814+21.7% | $2,544+130.2% |
| Participant deferral / active EE | $12,757 | $6,781+88.1% | $7,446+71.3% | $4,237+201.1% |
| Admin fee / account holder | $89 | $685-87.0% | $10,010-99.1% | $593-85.0% |