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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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,635 |
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 | $66,832 | $104,317-35.9% | $159,436-58.1% | $86,799-23.0% |
| Participation rate | 31.5% | 77.7%-46.2pp | 82.8%-51.3pp | 72.3%-40.8pp |
| Annual return | 16.21% | 26.32%-10.1pp | 263.57%-247.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,910 | $6,837-28.2% | $7,352-33.2% | $4,131+18.9% |
| Admin fee / account holder | $25 | $172-85.7% | $10,799-99.8% | $170-85.4% |