Filed January 12, 2024 (most recent of 14 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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,531 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 19 · EIN 04-2647786 | Securities Custodian | $49,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,625 | $115,444-12.0% | $65,493+55.2% | $102,872-1.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 73.1%+26.9pp | 73.0%+27.0pp |
| Annual return | 16.10% | 15.94%+0.2pp | 982.45%-966.3pp | 19.06%-3.0pp |
| Employer contribution / active EE | $6,385 | $3,409+87.3% | $2,574+148.0% | $3,526+81.1% |
| Participant deferral / active EE | $6,586 | $4,118+59.9% | $3,961+66.3% | $5,535+19.0% |
| Admin fee / account holder | $50 | $123-59.3% | $5,028-99.0% | $292-82.9% |