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 | $57,871 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,607 | $52,224-51.0% | $88,946-71.2% | $102,872-75.1% |
| Participation rate | 68.7% | 40.8%+27.9pp | 68.8%-0.2pp | 73.0%-4.3pp |
| Annual return | 14.61% | 16.96%-2.3pp | 57.82%-43.2pp | 19.06%-4.4pp |
| Employer contribution / active EE | $796 | $1,241-35.9% | $2,555-68.9% | $3,526-77.4% |
| Participant deferral / active EE | $1,870 | $2,611-28.4% | $4,581-59.2% | $5,535-66.2% |
| Admin fee / account holder | $27 | $1,723-98.4% | $8,261-99.7% | $292-90.7% |