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 | $59,219 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,178 | $40,278-42.5% | $80,569-71.2% | $80,160-71.1% |
| Participation rate | 86.8% | 47.5%+39.3pp | 67.0%+19.8pp | 72.9%+13.9pp |
| Annual return | 17.47% | 50.86%-33.4pp | 935.43%-918.0pp | 40.38%-22.9pp |
| Employer contribution / active EE | $939 | $1,332-29.5% | $2,723-65.5% | $2,978-68.5% |
| Participant deferral / active EE | $2,169 | $2,696-19.5% | $4,447-51.2% | $5,017-56.8% |
| Admin fee / account holder | $27 | $210-87.2% | $5,377-99.5% | $145-81.4% |