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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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $126,757 | $41,078+208.6% | $80,569+57.3% | $71,457+77.4% |
| Participation rate | 34.2% | 50.2%-16.0pp | 67.0%-32.8pp | 67.9%-33.7pp |
| Annual return | 19.32% | 38.45%-19.1pp | 935.43%-916.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,645 | $2,699-39.1% | $4,447-63.0% | $4,289-61.6% |
| Admin fee / account holder | $123 | $1,840-93.3% | $5,377-97.7% | $1,587-92.3% |