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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,358 |
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 | $181,193 | $88,083+105.7% | $164,813+9.9% | $74,495+143.2% |
| Participation rate | 62.7% | 73.0%-10.4pp | 78.6%-15.9pp | 67.2%-4.5pp |
| Annual return | 26.58% | 17.26%+9.3pp | 69.93%-43.3pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $4,245 | $2,593+63.7% | $4,341-2.2% | $2,623+61.9% |
| Participant deferral / active EE | $7,338 | $4,498+63.1% | $6,031+21.7% | $4,346+68.8% |
| Admin fee / account holder | $64 | $2,234-97.1% | $12,690-99.5% | $1,942-96.7% |