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 | $106,533 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,804 | $86,897-11.6% | $151,611-49.3% | $64,808+18.5% |
| Participation rate | 99.5% | 87.3%+12.3pp | 87.5%+12.0pp | 71.5%+28.1pp |
| Annual return | -15.89% | -3.57%-12.3pp | 3.33%-19.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,476 | $4,010+36.5% | $6,166-11.2% | $2,506+118.5% |
| Participant deferral / active EE | $4,963 | $6,690-25.8% | $8,363-40.7% | $4,310+15.1% |
| Admin fee / account holder | $128 | $153-16.1% | $11,616-98.9% | $188-31.7% |