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 | $24,345 |
Service code 27 · EIN 02-0691794 | Advisory (Plan) | $21,929 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,051 |
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 | $40,388 | $50,815-20.5% | $155,509-74.0% | $77,643-48.0% |
| Participation rate | 59.3% | 63.1%-3.8pp | 78.2%-18.9pp | 70.6%-11.3pp |
| Annual return | 11.88% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,148 | $1,993+7.8% | $4,672-54.0% | $2,726-21.2% |
| Participant deferral / active EE | $1,876 | $2,822-33.5% | $5,626-66.7% | $4,647-59.6% |
| Admin fee / account holder | $184 | $437-57.8% | $15,912-98.8% | $430-57.2% |