Filed November 18, 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 4-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 37 · EIN 04-2647786 | Loan Processing | $29,462 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,421 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,581 | $92,055-40.7% | $106,213-48.6% | $77,643-29.7% |
| Participation rate | 78.6% | 81.0%-2.4pp | 75.3%+3.3pp | 70.6%+8.1pp |
| Annual return | 23.30% | 17.91%+5.4pp | 116.14%-92.8pp | 31.24%-7.9pp |
| Employer contribution / active EE | $3,939 | $3,367+17.0% | $3,171+24.2% | $2,726+44.5% |
| Participant deferral / active EE | $9,746 | $5,386+81.0% | $5,016+94.3% | $4,647+109.7% |
| Admin fee / account holder | $140 | $219-36.0% | $11,033-98.7% | $430-67.5% |