Filed December 10, 2024
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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,807 |
LUCID ADVISORS, INC.4 years Filed as: LUCID ADVISORS Service code 27 · EIN 91-2050140 | Advisory (Plan) | $12,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,449 | $79,449+107.0% | $189,557-13.2% | $85,850+91.6% |
| Participation rate | 96.9% | 66.0%+30.9pp | 78.4%+18.5pp | 69.3%+27.6pp |
| Annual return | 16.45% | 18.45%-2.0pp | 64.17%-47.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $6,452 | $2,081+210.1% | $4,412+46.2% | $2,565+151.5% |
| Participant deferral / active EE | $11,878 | $4,051+193.2% | $6,174+92.4% | $3,952+200.6% |
| Admin fee / account holder | $271 | $5,377-95.0% | $9,807-97.2% | $6,260-95.7% |