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 | $29,261 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,536 |
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 | $79,037 | $84,936-6.9% | $111,297-29.0% | $79,386-0.4% |
| Participation rate | 64.4% | 75.9%-11.4pp | 77.3%-12.9pp | 70.7%-6.3pp |
| Annual return | 16.55% | 17.45%-0.9pp | 54.65%-38.1pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,158 | $1,979+9.0% | $2,731-21.0% | $2,427-11.1% |
| Participant deferral / active EE | $4,517 | $3,888+16.2% | $4,487+0.7% | $4,046+11.7% |
| Admin fee / account holder | $303 | $537-43.5% | $7,964-96.2% | $626-51.6% |