Filed February 4, 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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,163 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,505 | $107,378-32.5% | $108,579-33.2% | $57,658+25.7% |
| Participation rate | 93.2% | 77.1%+16.1pp | 79.6%+13.6pp | 70.2%+22.9pp |
| Annual return | 6.02% | 12.80%-6.8pp | -51.70%+57.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $3,204 | $1,782+79.8% | $3,758-14.7% | $1,974+62.3% |
| Participant deferral / active EE | $4,058 | $3,221+26.0% | $4,311-5.9% | $3,061+32.6% |
| Admin fee / account holder | $34 | $108-69.1% | $7,645-99.6% | $95-64.5% |