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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,598 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $86,231 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,970 | $95,388-24.6% | $125,339-42.6% | $77,904-7.6% |
| Participation rate | 40.4% | 78.6%-38.2pp | 82.4%-42.0pp | 73.7%-33.3pp |
| Annual return | -17.78% | 116.19%-134.0pp | 572.05%-589.8pp | 12.21%-30.0pp |
| Employer contribution / active EE | $1,724 | $3,666-53.0% | $4,814-64.2% | $2,848-39.4% |
| Participant deferral / active EE | $3,749 | $7,711-51.4% | $7,446-49.6% | $4,806-22.0% |
| Admin fee / account holder | $178 | $119+49.9% | $10,010-98.2% | $133+34.4% |