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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,426 | $127,218-65.9% | $392,568-88.9% | $77,787-44.2% |
| Participation rate | 55.1% | 82.0%-26.9pp | 78.1%-23.0pp | 73.2%-18.1pp |
| Annual return | 22.19% | 25.27%-3.1pp | 24.42%-2.2pp | 32.57%-10.4pp |
| Employer contribution / active EE | $1,132 | $3,064-63.0% | $3,783-70.1% | $2,504-54.8% |
| Participant deferral / active EE | $2,404 | $4,820-50.1% | $5,985-59.8% | $3,967-39.4% |
| Admin fee / account holder | $45 | $89-49.5% | $6,260-99.3% | $100-55.1% |