Filed January 28, 2022
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 7-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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $12,250 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS LLP Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,414 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,993 | $98,727-66.6% | $113,168-70.8% | $85,563-61.4% |
| Participation rate | 99.1% | 80.8%+18.3pp | 76.6%+22.5pp | 66.0%+33.1pp |
| Annual return | 31.43% | 17.43%+14.0pp | 24.27%+7.2pp | 31.51%-0.1pp |
| Employer contribution / active EE | $3,365 | $2,907+15.8% | $2,975+13.1% | $2,654+26.8% |
| Participant deferral / active EE | $6,267 | $5,424+15.5% | $5,107+22.7% | $4,375+43.2% |
| Admin fee / account holder | $25 | $357-92.9% | $12,068-99.8% | $834-97.0% |