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 15 · EIN 13-3689044 | Recordkeeping | $48,934 |
STRATEGIES WEALTH ADVISORS3 years Filed as: STRATEGIES WEALTH ADVISORS LLC Service code 16 · EIN 46-1428191 | Consulting | $27,564 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,215 | $79,171-25.2% | $102,423-42.2% | $74,495-20.5% |
| Participation rate | 80.5% | 74.8%+5.7pp | 76.5%+4.0pp | 67.2%+13.3pp |
| Annual return | 11.35% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,100 | $2,362-11.1% | $3,023-30.5% | $2,623-19.9% |
| Participant deferral / active EE | $4,027 | $4,415-8.8% | $5,053-20.3% | $4,346-7.3% |
| Admin fee / account holder | $363 | $2,001-81.8% | $9,451-96.2% | $1,942-81.3% |