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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.
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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 |
|---|---|---|
STRATEGIES WEALTH ADVISORS3 years Service code 27 · EIN 46-1428191 | Advisory (Plan) | $21,220 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,096 | $79,171-34.2% | $102,423-49.1% | $74,495-30.1% |
| Participation rate | 58.1% | 74.8%-16.7pp | 76.5%-18.4pp | 67.2%-9.1pp |
| Annual return | 14.84% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $907 | $2,362-61.6% | $3,023-70.0% | $2,623-65.4% |
| Participant deferral / active EE | $2,929 | $4,415-33.7% | $5,053-42.0% | $4,346-32.6% |
| Admin fee / account holder | $311 | $2,001-84.5% | $9,451-96.7% | $1,942-84.0% |