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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,394 | $98,727+7.8% | $113,168-6.0% | $85,563+24.3% |
| Participation rate | 81.7% | 80.8%+0.9pp | 76.6%+5.1pp | 66.0%+15.7pp |
| Annual return | 27.07% | 17.43%+9.6pp | 24.27%+2.8pp | 31.51%-4.4pp |
| Employer contribution / active EE | $3,361 | $2,907+15.6% | $2,975+13.0% | $2,654+26.6% |
| Participant deferral / active EE | $5,293 | $5,424-2.4% | $5,107+3.6% | $4,375+21.0% |
| Admin fee / account holder | $57 | $357-84.1% | $12,068-99.5% | $834-93.2% |