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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,154 | $131,799+28.3% | $200,582-15.7% | $85,563+97.7% |
| Participation rate | 98.6% | 87.9%+10.7pp | 86.9%+11.7pp | 66.0%+32.6pp |
| Annual return | 20.45% | 21.59%-1.1pp | 42.33%-21.9pp | 31.51%-11.1pp |
| Employer contribution / active EE | $6,296 | $4,532+38.9% | $6,419-1.9% | $2,654+137.3% |
| Participant deferral / active EE | $9,567 | $7,702+24.2% | $9,331+2.5% | $4,375+118.7% |
| Admin fee / account holder | $64 | $235-72.7% | $16,305-99.6% | $834-92.3% |