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 | $105,615 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,015 | $100,227-6.2% | $169,993-44.7% | $74,419+26.3% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 21.50% | 66.08%-44.6pp | 53.37%-31.9pp | 34.38%-12.9pp |
| Employer contribution / active EE | $5,965 | $4,263+39.9% | $6,785-12.1% | $2,637+126.2% |
| Participant deferral / active EE | $5,467 | $7,143-23.5% | $10,408-47.5% | $4,528+20.7% |
| Admin fee / account holder | $135 | $234-42.6% | $12,815-99.0% | $348-61.3% |