Filed November 12, 2024
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 |
|---|---|---|
PINNACLE ASSOCIATES LTD1 year Filed as: PINNACLE ASSOCIATES, LTD . Service code 26 · EIN 13-3220717 | Advisory (Participants) | $284,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $162,473 |
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $78,292 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,642 | $145,877+1.9% | $150,045-0.9% | $102,872+44.5% |
| Participation rate | 89.8% | 79.8%+9.9pp | 82.3%+7.5pp | 73.0%+16.8pp |
| Annual return | 24.24% | 21.37%+2.9pp | 62.55%-38.3pp | 19.06%+5.2pp |
| Employer contribution / active EE | $1,638 | $4,710-65.2% | $4,693-65.1% | $3,526-53.6% |
| Participant deferral / active EE | $11,186 | $9,491+17.9% | $7,997+39.9% | $5,535+102.1% |
| Admin fee / account holder | $204 | $176+15.9% | $13,435-98.5% | $292-30.2% |