Filed June 7, 2019
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,300 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,677 | $37,317-44.6% | $77,024-73.2% | $77,904-73.5% |
| Participation rate | 83.1% | 46.9%+36.3pp | 67.9%+15.2pp | 73.7%+9.5pp |
| Annual return | -16.77% | -5.88%-10.9pp | 42.32%-59.1pp | 12.21%-29.0pp |
| Employer contribution / active EE | $838 | $1,218-31.2% | $2,812-70.2% | $2,848-70.6% |
| Participant deferral / active EE | $1,953 | $2,564-23.9% | $4,426-55.9% | $4,806-59.4% |
| Admin fee / account holder | $27 | $126-78.8% | $5,425-99.5% | $133-79.9% |