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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,365 |
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 | $53,665 | $102,317-47.6% | $146,958-63.5% | $80,856-33.6% |
| Participation rate | 46.1% | 75.8%-29.8pp | 82.2%-36.1pp | 67.6%-21.6pp |
| Annual return | 16.40% | 134.76%-118.4pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,342 | $3,713-63.9% | $4,933-72.8% | $2,755-51.3% |
| Participant deferral / active EE | $2,815 | $6,644-57.6% | $8,070-65.1% | $4,296-34.5% |
| Admin fee / account holder | $95 | $7,941-98.8% | $12,998-99.3% | $6,918-98.6% |