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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,818 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$41,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,826 | $58,208+301.7% | $81,812+185.8% | $80,856+189.2% |
| Participation rate | 92.8% | 63.4%+29.4pp | 72.3%+20.4pp | 67.6%+25.1pp |
| Annual return | 17.55% | 41.66%-24.1pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $9,393 | $2,340+301.4% | $2,912+222.5% | $2,755+241.0% |
| Participant deferral / active EE | $10,159 | $3,281+209.6% | $4,319+135.2% | $4,296+136.5% |
| Admin fee / account holder | -$191 | $4,981-103.8% | $7,386-102.6% | $6,918-102.8% |