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 | $29,772 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,805 |
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 | $89,009 | $98,727-9.8% | $113,168-21.3% | $85,563+4.0% |
| Participation rate | 40.5% | 80.8%-40.3pp | 76.6%-36.1pp | 66.0%-25.5pp |
| Annual return | 17.16% | 17.43%-0.3pp | 24.27%-7.1pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,358 | $2,907-53.3% | $2,975-54.4% | $2,654-48.8% |
| Participant deferral / active EE | $2,755 | $5,424-49.2% | $5,107-46.0% | $4,375-37.0% |
| Admin fee / account holder | $258 | $357-27.7% | $12,068-97.9% | $834-69.1% |