Filed March 9, 2016
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,332 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $86,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,925 | $122,693+58.9% | $184,203+5.8% | $199,593-2.3% |
| Participation rate | 98.3% | 86.8%+11.5pp | 86.8%+11.5pp | 72.0%+26.3pp |
| Annual return | 18.60% | 143.91%-125.3pp | 28.81%-10.2pp | 34.25%-15.6pp |
| Employer contribution / active EE | $7,872 | $4,584+71.7% | $6,427+22.5% | $3,034+159.4% |
| Participant deferral / active EE | $9,383 | $7,990+17.4% | $9,131+2.8% | $5,087+84.5% |
| Admin fee / account holder | $52 | $121-57.3% | $13,901-99.6% | $269-80.8% |