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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,662 | $91,407-9.6% | $135,903-39.2% | $71,457+15.7% |
| Participation rate | 64.5% | 75.7%-11.2pp | 81.9%-17.4pp | 67.9%-3.5pp |
| Annual return | 28.24% | 29.90%-1.7pp | 68.23%-40.0pp | 28.85%-0.6pp |
| Employer contribution / active EE | $2,338 | $3,703-36.9% | $4,856-51.8% | $2,588-9.6% |
| Participant deferral / active EE | $7,979 | $7,092+12.5% | $7,758+2.9% | $4,289+86.1% |
| Admin fee / account holder | $48 | $1,266-96.2% | $10,762-99.6% | $1,587-97.0% |