Filed December 2, 2024 (most recent of 2 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) | $30,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,710 | $129,021+6.7% | $184,203-25.2% | $77,643+77.4% |
| Participation rate | 95.4% | 87.3%+8.0pp | 86.8%+8.5pp | 70.6%+24.8pp |
| Annual return | 18.03% | 33.27%-15.2pp | 28.81%-10.8pp | 31.24%-13.2pp |
| Employer contribution / active EE | $5,658 | $4,413+28.2% | $6,427-12.0% | $2,726+107.6% |
| Participant deferral / active EE | $8,615 | $7,297+18.1% | $9,131-5.7% | $4,647+85.4% |
| Admin fee / account holder | $26 | $254-89.8% | $13,901-99.8% | $430-94.0% |