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 4-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 | $64,291 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $38,614 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,501 | $76,173-61.3% | $81,382-63.8% | $199,593-85.2% |
| Participation rate | 50.8% | 76.3%-25.4pp | 69.5%-18.7pp | 72.0%-21.1pp |
| Annual return | 13.78% | 15.59%-1.8pp | 24.73%-11.0pp | 34.25%-20.5pp |
| Employer contribution / active EE | $1,475 | $2,792-47.2% | $2,463-40.1% | $3,034-51.4% |
| Participant deferral / active EE | $2,504 | $4,201-40.4% | $3,883-35.5% | $5,087-50.8% |
| Admin fee / account holder | $94 | $146-35.3% | $5,768-98.4% | $269-64.9% |