Filed December 9, 2024 (most recent of 5 filings on file)
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,202 | $57,281+253.0% | $86,612+133.5% | $75,163+169.0% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 22.43% | 2670.75%-2648.3pp | 591.07%-568.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $8,753 | $2,314+278.2% | $3,022+189.6% | $2,670+227.9% |
| Participant deferral / active EE | $9,735 | $3,318+193.4% | $4,438+119.4% | $4,125+136.0% |
| Admin fee / account holder | -$154 | $4,112-103.7% | $5,614-102.7% | $5,651-102.7% |