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 27 · EIN 45-5311803 | Advisory (Plan) | $28,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,222 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,402 |
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 | $87,890 | $72,994+20.4% | $120,354-27.0% | $77,643+13.2% |
| Participation rate | 18.8% | 55.2%-36.4pp | 71.9%-53.1pp | 70.6%-51.8pp |
| Annual return | 12.00% | 18.23%-6.2pp | 107.15%-95.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $649 | $1,793-63.8% | $3,463-81.3% | $2,726-76.2% |
| Participant deferral / active EE | $1,450 | $3,011-51.9% | $4,991-71.0% | $4,647-68.8% |
| Admin fee / account holder | $374 | $658-43.1% | $9,423-96.0% | $430-13.1% |