Filed December 11, 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 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 64 · EIN 04-2647786 | Recordkeeping Fees | $91,635 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,507 |
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 | $61,539 | $129,095-52.3% | $184,200-66.6% | $77,671-20.8% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.8%+4.5pp | 70.6%+20.7pp |
| Annual return | 11.05% | 33.29%-22.2pp | 28.80%-17.7pp | 31.21%-20.2pp |
| Employer contribution / active EE | $2,960 | $4,410-32.9% | $6,424-53.9% | $2,726+8.6% |
| Participant deferral / active EE | $4,362 | $7,300-40.3% | $9,132-52.2% | $4,648-6.2% |
| Admin fee / account holder | $123 | $256-51.8% | $13,907-99.1% | $430-71.3% |