Filed August 3, 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 6-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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $153,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $134,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,276 | $102,872+90.8% | $180,183+8.9% | $102,872+90.8% |
| Participation rate | 99.7% | 73.0%+26.6pp | 77.4%+22.2pp | 73.0%+26.6pp |
| Annual return | 20.14% | 19.06%+1.1pp | 27.86%-7.7pp | 19.06%+1.1pp |
| Employer contribution / active EE | $19,697 | $3,526+458.6% | $5,039+290.9% | $3,526+458.6% |
| Participant deferral / active EE | $12,902 | $5,535+133.1% | $6,822+89.1% | $5,535+133.1% |
| Admin fee / account holder | $163 | $292-44.1% | $19,975-99.2% | $292-44.1% |