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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $468,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,854 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $18,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $953,321 | $78,339+1116.9% | $85,682+1012.6% | $93,030+924.8% |
| Participation rate | 97.8% | 72.5%+25.3pp | 69.9%+27.9pp | 73.9%+23.9pp |
| Annual return | 13.85% | 21.17%-7.3pp | 21.49%-7.6pp | 158.70%-144.9pp |
| Employer contribution / active EE | $42,129 | $2,560+1545.6% | $2,618+1509.0% | $2,706+1457.0% |
| Participant deferral / active EE | $1,871 | $3,882-51.8% | $3,923-52.3% | $4,562-59.0% |
| Admin fee / account holder | $233 | $104+123.9% | $6,873-96.6% | $152+53.4% |