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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,970 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,692 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,195 | $74,347-37.9% | $93,606-50.6% | $67,579-31.6% |
| Participation rate | 75.9% | 80.6%-4.7pp | 75.8%0pp | 71.3%+4.6pp |
| Annual return | 24.23% | 28.07%-3.8pp | 32.76%-8.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $524 | $2,583-79.7% | $2,718-80.7% | $2,148-75.6% |
| Participant deferral / active EE | $2,175 | $4,060-46.4% | $4,069-46.5% | $3,539-38.5% |
| Admin fee / account holder | $36 | $123-70.7% | $7,888-99.5% | $142-74.7% |