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 | $34,282 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,207 |
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 | $37,749 | $30,086+25.5% | $61,373-38.5% | $64,808-41.8% |
| Participation rate | 32.3% | 36.4%-4.0pp | 52.6%-20.2pp | 71.5%-39.1pp |
| Annual return | -17.21% | -13.99%-3.2pp | 338.61%-355.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $573 | $536+6.8% | $1,159-50.6% | $2,506-77.1% |
| Participant deferral / active EE | $1,906 | $1,126+69.3% | $2,125-10.3% | $4,310-55.8% |
| Admin fee / account holder | $142 | $148-4.0% | $2,130-93.3% | $188-24.3% |