Filed September 23, 2020
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $52,825 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,859 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,444 | $100,227+5.2% | $169,993-38.0% | $74,419+41.7% |
| Participation rate | 93.8% | 87.3%+6.5pp | 87.0%+6.8pp | 70.7%+23.1pp |
| Annual return | 24.98% | 66.08%-41.1pp | 53.37%-28.4pp | 34.38%-9.4pp |
| Employer contribution / active EE | $3,117 | $4,263-26.9% | $6,785-54.1% | $2,637+18.2% |
| Participant deferral / active EE | $10,894 | $7,143+52.5% | $10,408+4.7% | $4,528+140.6% |
| Admin fee / account holder | $47 | $234-80.0% | $12,815-99.6% | $348-86.5% |