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 37 · EIN 04-2647786 | Loan Processing | $47,913 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,189 |
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 | $88,314 | $55,416+59.4% | $75,972+16.2% | $77,643+13.7% |
| Participation rate | 63.2% | 63.6%-0.4pp | 69.1%-5.9pp | 70.6%-7.4pp |
| Annual return | 12.04% | 17.07%-5.0pp | 359.55%-347.5pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,242 | $1,788+25.4% | $2,685-16.5% | $2,726-17.7% |
| Participant deferral / active EE | $4,781 | $3,447+38.7% | $4,255+12.3% | $4,647+2.9% |
| Admin fee / account holder | $238 | $414-42.6% | $6,467-96.3% | $430-44.8% |