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 | $25,942 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,628 |
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 | $89,934 | $50,815+77.0% | $155,509-42.2% | $77,643+15.8% |
| Participation rate | 68.0% | 63.1%+4.9pp | 78.2%-10.2pp | 70.6%-2.6pp |
| Annual return | 14.14% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,705 | $1,993-14.5% | $4,672-63.5% | $2,726-37.5% |
| Participant deferral / active EE | $4,314 | $2,822+52.9% | $5,626-23.3% | $4,647-7.2% |
| Admin fee / account holder | $147 | $437-66.3% | $15,912-99.1% | $430-65.8% |