Filed May 15, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,720 |
USI CONSULTING GROUP2 years Service code 49 · EIN 34-1213174 | Other Services | $9,200 |
Filed as: FIDELITY INV INST OP CO LLC Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,306 | $65,435+12.0% | $86,677-15.4% | $66,914+9.6% |
| Participation rate | 84.6% | 75.5%+9.2pp | 76.6%+8.1pp | 69.8%+14.8pp |
| Annual return | -16.83% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,517 | $2,153+63.3% | $2,836+24.0% | $2,544+38.2% |
| Participant deferral / active EE | $5,269 | $4,100+28.5% | $4,656+13.2% | $4,237+24.4% |
| Admin fee / account holder | $49 | $642-92.4% | $7,493-99.4% | $593-91.8% |