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 9-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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,030 | $84,784+14.4% | $98,439-1.4% | $74,419+30.4% |
| Participation rate | 42.2% | 81.5%-39.3pp | 75.2%-32.9pp | 70.7%-28.5pp |
| Annual return | 18.70% | 20.59%-1.9pp | 21.16%-2.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $4,255 | $3,364+26.5% | $3,048+39.6% | $2,637+61.3% |
| Participant deferral / active EE | $2,654 | $5,218-49.1% | $4,738-44.0% | $4,528-41.4% |
| Admin fee / account holder | $55 | $204-73.2% | $8,948-99.4% | $348-84.3% |