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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,814 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,034 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,648 | $86,655-18.5% | $119,609-40.9% | $66,914+5.6% |
| Participation rate | 75.1% | 75.6%-0.4pp | 79.3%-4.1pp | 69.8%+5.3pp |
| Annual return | -18.85% | -8.00%-10.9pp | -14.97%-3.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,120 | $2,536-55.8% | $4,232-73.5% | $2,544-56.0% |
| Participant deferral / active EE | $3,077 | $4,358-29.4% | $5,602-45.1% | $4,237-27.4% |
| Admin fee / account holder | $65 | $755-91.4% | $10,323-99.4% | $593-89.1% |