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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,175 |
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 | $86,391 | $71,666+20.5% | $117,854-26.7% | $69,631+24.1% |
| Participation rate | 95.6% | 77.5%+18.0pp | 79.7%+15.9pp | 70.7%+24.9pp |
| Annual return | 21.25% | 18.86%+2.4pp | 335.08%-313.8pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $3,437 | $1,889+81.9% | $3,786-9.2% | $2,032+69.1% |
| Participant deferral / active EE | $4,379 | $3,340+31.1% | $4,482-2.3% | $3,224+35.8% |
| Admin fee / account holder | $49 | $120-58.9% | $8,020-99.4% | $110-55.3% |