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 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,838 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,925 | $89,753+172.9% | $107,525+127.8% | $84,808+188.8% |
| Participation rate | 85.3% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+17.0pp |
| Annual return | 11.55% | 29.48%-17.9pp | 181.32%-169.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,914 | $3,113-6.4% | $3,754-22.4% | $2,631+10.7% |
| Participant deferral / active EE | $12,018 | $4,056+196.3% | $5,116+134.9% | $4,212+185.4% |
| Admin fee / account holder | $479 | $7,222-93.4% | $8,919-94.6% | $7,344-93.5% |