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 02-0691794 | Advisory (Plan) | $18,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,642 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $490 |
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 | $38,071 | $46,292-17.8% | $143,757-73.5% | $64,808-41.3% |
| Participation rate | 49.6% | 64.2%-14.6pp | 80.3%-30.7pp | 71.5%-21.8pp |
| Annual return | -16.36% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,012 | $1,910+5.4% | $4,951-59.4% | $2,506-19.7% |
| Participant deferral / active EE | $1,491 | $2,646-43.6% | $5,637-73.5% | $4,310-65.4% |
| Admin fee / account holder | $195 | $154+27.0% | $14,673-98.7% | $188+4.0% |