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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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.
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 | $201,936 | $88,890+127.2% | $102,423+97.2% | $77,643+160.1% |
| Participation rate | 50.8% | 80.9%-30.1pp | 76.5%-25.7pp | 70.6%-19.8pp |
| Annual return | 24.08% | 24.98%-0.9pp | 29.32%-5.2pp | 31.24%-7.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,302 | $5,145-16.4% | $5,053-14.9% | $4,647-7.4% |
| Admin fee / account holder | $40 | $235-82.8% | $9,451-99.6% | $430-90.6% |