Filed April 28, 2022 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $207,203 |
Filed as: EAGLE STRATEGIES, LLC Service code 27 · EIN 13-5582869 | Advisory (Plan) | $31,451 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $22,549 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,345 | $53,136-16.5% | $155,509-71.5% | $199,593-77.8% |
| Participation rate | 98.3% | 64.1%+34.2pp | 78.2%+20.1pp | 72.0%+26.3pp |
| Annual return | 14.48% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $2,182 | $1,851+17.9% | $4,672-53.3% | $3,034-28.1% |
| Participant deferral / active EE | $4,579 | $3,161+44.9% | $5,626-18.6% | $5,087-10.0% |
| Admin fee / account holder | $131 | $185-29.4% | $15,912-99.2% | $269-51.3% |