Filed March 11, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,321 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,880 | $50,956+56.8% | $96,562-17.3% | $86,799-8.0% |
| Participation rate | 88.5% | 65.2%+23.3pp | 69.8%+18.7pp | 72.3%+16.3pp |
| Annual return | 14.79% | 21.27%-6.5pp | 37.78%-23.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,107 | $1,111-0.4% | $2,356-53.0% | $2,405-54.0% |
| Participant deferral / active EE | $6,473 | $2,954+119.1% | $3,849+68.2% | $4,131+56.7% |
| Admin fee / account holder | $53 | $166-68.0% | $6,181-99.1% | $170-68.7% |