See peer percentile detail with Solo.
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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS3 years Filed as: ASSET STRATEGY ADVISORS LLC Service code 27 · EIN 26-0352654 | Advisory (Plan) | $19,456 |
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 | $44,395 | $64,119-30.8% | $112,228-60.4% | $66,914-33.7% |
| Participation rate | 63.5% | 68.5%-4.9pp | 75.1%-11.5pp | 69.8%-6.3pp |
| Annual return | -16.81% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $551 | $3,005-81.6% | $3,635-84.8% | $2,544-78.3% |
| Participant deferral / active EE | $5,201 | $3,693+40.8% | $4,728+10.0% | $4,237+22.8% |
| Admin fee / account holder | $119 | $625-81.0% | $6,410-98.1% | $593-79.9% |