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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 | $60,249 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,742 |
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 | $49,103 | $81,908-40.1% | $90,749-45.9% | $64,808-24.2% |
| Participation rate | 82.9% | 80.5%+2.4pp | 75.7%+7.2pp | 71.5%+11.4pp |
| Annual return | -21.15% | -12.53%-8.6pp | -12.16%-9.0pp | 32.82%-54.0pp |
| Employer contribution / active EE | $1,573 | $3,065-48.7% | $2,921-46.2% | $2,506-37.2% |
| Participant deferral / active EE | $3,801 | $4,840-21.5% | $4,564-16.7% | $4,310-11.8% |
| Admin fee / account holder | $95 | $157-39.6% | $8,445-98.9% | $188-49.4% |