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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) | $8,437 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
Annual investment return 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 | $75,563 | $70,908+6.6% | $98,907-23.6% | $73,488+2.8% |
| Participation rate | 95.7% | 73.8%+22.0pp | 76.0%+19.7pp | 70.7%+25.0pp |
| Annual return | 5.37% | 34.17%-28.8pp | 196.43%-191.1pp | 28.51%-23.1pp |
| Employer contribution / active EE | $654 | $2,036-67.9% | $2,689-75.7% | $2,270-71.2% |
| Participant deferral / active EE | $3,121 | $3,500-10.8% | $4,244-26.5% | $3,740-16.5% |
| Admin fee / account holder | $76 | $535-85.8% | $6,642-98.9% | $513-85.2% |