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 | $41,958 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,315 | $65,435+39.6% | $86,677+5.4% | $66,914+36.5% |
| Participation rate | 92.5% | 75.5%+17.0pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -17.12% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,046 | $2,153+87.9% | $2,836+42.7% | $2,544+59.0% |
| Participant deferral / active EE | $7,134 | $4,100+74.0% | $4,656+53.2% | $4,237+68.4% |
| Admin fee / account holder | $188 | $642-70.7% | $7,493-97.5% | $593-68.3% |