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 |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $99,787 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,030 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $15,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,279 |
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 | $76,841 | $84,993-9.6% | $129,995-40.9% | $80,160-4.1% |
| Participation rate | 49.8% | 79.5%-29.7pp | 78.5%-28.7pp | 72.9%-23.1pp |
| Annual return | 20.25% | 23.76%-3.5pp | -137.18%+157.4pp | 40.38%-20.1pp |
| Employer contribution / active EE | $1,918 | $3,051-37.1% | $4,320-55.6% | $2,978-35.6% |
| Participant deferral / active EE | $4,493 | $4,984-9.8% | $5,820-22.8% | $5,017-10.4% |
| Admin fee / account holder | $117 | $391-69.9% | $10,614-98.9% | $145-19.0% |