Filed December 13, 2024 (most recent of 8 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 37 · EIN 04-2647786 | Loan Processing | $124,712 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,672 | $111,491-8.8% | $189,513-46.4% | $86,799+17.1% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 20.57% | 83.50%-62.9pp | 555.15%-534.6pp | 97.91%-77.3pp |
| Employer contribution / active EE | $5,713 | $3,951+44.6% | $6,162-7.3% | $2,405+137.5% |
| Participant deferral / active EE | $5,080 | $6,437-21.1% | $8,221-38.2% | $4,131+23.0% |
| Admin fee / account holder | $168 | $189-11.2% | $12,045-98.6% | $170-1.2% |