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 | $158,787 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,353 |
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 | $103,352 | $81,357+27.0% | $75,972+36.0% | $199,593-48.2% |
| Participation rate | 64.0% | 69.9%-5.9pp | 69.1%-5.0pp | 72.0%-7.9pp |
| Annual return | 16.76% | 16.32%+0.4pp | 359.55%-342.8pp | 34.25%-17.5pp |
| Employer contribution / active EE | $6,873 | $3,341+105.7% | $2,685+156.0% | $3,034+126.5% |
| Participant deferral / active EE | $5,414 | $4,710+15.0% | $4,255+27.2% | $5,087+6.4% |
| Admin fee / account holder | $97 | $144-32.9% | $6,467-98.5% | $269-63.9% |