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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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,601 |
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 | $81,779 | $71,142+15.0% | $119,609-31.6% | $64,808+26.2% |
| Participation rate | 94.9% | 78.6%+16.3pp | 79.3%+15.7pp | 71.5%+23.5pp |
| Annual return | -20.81% | -10.01%-10.8pp | -14.97%-5.8pp | 32.82%-53.6pp |
| Employer contribution / active EE | $1,992 | $2,497-20.2% | $4,232-52.9% | $2,506-20.5% |
| Participant deferral / active EE | $6,873 | $4,490+53.1% | $5,602+22.7% | $4,310+59.4% |
| Admin fee / account holder | $30 | $162-81.4% | $10,323-99.7% | $188-84.0% |