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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,469 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $36,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$38,807 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,062 | $92,055+38.0% | $106,213+19.6% | $77,643+63.6% |
| Participation rate | 96.6% | 81.0%+15.6pp | 75.3%+21.3pp | 70.6%+26.0pp |
| Annual return | 12.56% | 17.91%-5.3pp | 116.14%-103.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $4,876 | $3,367+44.8% | $3,171+53.7% | $2,726+78.9% |
| Participant deferral / active EE | $8,185 | $5,386+52.0% | $5,016+63.2% | $4,647+76.1% |
| Admin fee / account holder | $46 | $219-79.0% | $11,033-99.6% | $430-89.3% |