Filed December 18, 2018
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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,122 |
KPMG LLP1 year Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,579 | $47,898+5.6% | $117,472-56.9% | $64,808-22.0% |
| Participation rate | 95.1% | 61.9%+33.2pp | 70.6%+24.5pp | 71.5%+23.6pp |
| Annual return | -19.48% | -15.54%-3.9pp | 29.74%-49.2pp | 32.82%-52.3pp |
| Employer contribution / active EE | $1,587 | $1,774-10.5% | $4,176-62.0% | $2,506-36.7% |
| Participant deferral / active EE | $6,334 | $3,151+101.0% | $4,070+55.6% | $4,310+46.9% |
| Admin fee / account holder | $24 | $132-81.9% | $5,645-99.6% | $188-87.3% |