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 | $38,943 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,709 |
Service code 16 · EIN 33-0818667 | Consulting | $19,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,895 | $132,049+232.4% | $200,582+118.8% | $74,304+490.7% |
| Participation rate | 93.5% | 84.1%+9.4pp | 86.9%+6.6pp | 60.3%+33.1pp |
| Annual return | 17.76% | 22.22%-4.5pp | 42.33%-24.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $12,984 | $4,558+184.9% | $6,419+102.3% | $2,241+479.3% |
| Participant deferral / active EE | $10,773 | $7,213+49.4% | $9,331+15.5% | $3,767+186.0% |
| Admin fee / account holder | $684 | $2,405-71.5% | $16,305-95.8% | $2,969-76.9% |