Filed July 28, 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 8-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 |
|---|---|---|
FID INV INST OPS CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $74,264 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,324 | $53,136-29.8% | $155,509-76.0% | $199,593-81.3% |
| Participation rate | 88.8% | 64.1%+24.7pp | 78.2%+10.6pp | 72.0%+16.8pp |
| Annual return | 14.45% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $572 | $1,851-69.1% | $4,672-87.8% | $3,034-81.2% |
| Participant deferral / active EE | $4,265 | $3,161+34.9% | $5,626-24.2% | $5,087-16.2% |
| Admin fee / account holder | $37 | $185-80.2% | $15,912-99.8% | $269-86.4% |