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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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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,068 |
FIIOC5+ years Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,550 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,337 | $58,879-17.9% | $178,490-72.9% | $73,488-34.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.82% | 24.86%-19.0pp | 151.07%-145.2pp | 28.51%-22.7pp |
| Employer contribution / active EE | $5,961 | $2,236+166.6% | $5,011+19.0% | $2,270+162.6% |
| Participant deferral / active EE | $1,762 | $2,567-31.4% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $59 | $400-85.3% | $13,984-99.6% | $513-88.6% |