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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,362 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,444 |
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 | $76,076 | $62,267+22.2% | $110,238-31.0% | $55,725+36.5% |
| Participation rate | 96.2% | 78.1%+18.1pp | 79.8%+16.4pp | 70.9%+25.4pp |
| Annual return | -5.36% | -1.07%-4.3pp | 314.74%-320.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,277 | $1,941+68.8% | $3,826-14.4% | $2,078+57.7% |
| Participant deferral / active EE | $4,172 | $3,516+18.7% | $4,672-10.7% | $3,356+24.3% |
| Admin fee / account holder | $52 | $121-56.8% | $8,547-99.4% | $115-54.6% |