Filed March 24, 2021
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,492 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $50,000 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $7,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,262 | $81,908+27.3% | $90,749+14.9% | $64,808+60.9% |
| Participation rate | 99.0% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -16.62% | -12.53%-4.1pp | -12.16%-4.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,726 | $3,065+54.2% | $2,921+61.8% | $2,506+88.6% |
| Participant deferral / active EE | $7,294 | $4,840+50.7% | $4,564+59.8% | $4,310+69.2% |
| Admin fee / account holder | $52 | $157-66.9% | $8,445-99.4% | $188-72.3% |