Filed June 29, 2017
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) | $11,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,752 | $100,227+9.5% | $169,993-35.4% | $74,419+47.5% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.6pp |
| Annual return | 19.39% | 66.08%-46.7pp | 53.37%-34.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $4,742 | $4,263+11.2% | $6,785-30.1% | $2,637+79.8% |
| Participant deferral / active EE | $4,412 | $7,143-38.2% | $10,408-57.6% | $4,528-2.6% |
| Admin fee / account holder | $44 | $234-81.1% | $12,815-99.7% | $348-87.3% |