Filed March 27, 2015
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 8-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 | $66,985 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,557 | $84,936+39.6% | $111,297+6.5% | $79,386+49.3% |
| Participation rate | 99.0% | 75.9%+23.1pp | 77.3%+21.7pp | 70.7%+28.3pp |
| Annual return | 14.56% | 17.45%-2.9pp | 54.65%-40.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $4,034 | $1,979+103.8% | $2,731+47.7% | $2,427+66.2% |
| Participant deferral / active EE | $7,384 | $3,888+89.9% | $4,487+64.5% | $4,046+82.5% |
| Admin fee / account holder | $298 | $537-44.5% | $7,964-96.3% | $626-52.4% |