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 | $201 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135 |
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 | $117,899 | $51,576+128.6% | $129,207-8.8% | $80,856+45.8% |
| Participation rate | 65.6% | 57.0%+8.6pp | 69.6%-4.0pp | 67.6%-2.0pp |
| Annual return | 16.16% | 20.81%-4.6pp | 9417.33%-9401.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,895 | $1,584+82.8% | $4,153-30.3% | $2,755+5.1% |
| Participant deferral / active EE | $7,378 | $2,669+176.5% | $4,168+77.0% | $4,296+71.7% |
| Admin fee / account holder | $2 | $4,305-99.9% | $7,715-100.0% | $6,918-100.0% |