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 7-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 | $125,623 |
R-TECH CONSULTANTS, INC.1 year Filed as: R-TECH CONSULTANTS, INC Service code 16 · EIN 95-4436446 | Consulting | $61,745 |
MONARCH PLAN ADVISORS1 year Service code 27 · EIN 46-3919960 | Advisory (Plan) | $30,552 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $23,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,642 |
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 | $56,383 | $122,693-54.0% | $184,203-69.4% | $199,593-71.8% |
| Participation rate | 63.2% | 86.8%-23.6pp | 86.8%-23.6pp | 72.0%-8.8pp |
| Annual return | 21.89% | 143.91%-122.0pp | 28.81%-6.9pp | 34.25%-12.4pp |
| Employer contribution / active EE | $1,639 | $4,584-64.2% | $6,427-74.5% | $3,034-46.0% |
| Participant deferral / active EE | $4,897 | $7,990-38.7% | $9,131-46.4% | $5,087-3.7% |
| Admin fee / account holder | $127 | $121+5.3% | $13,901-99.1% | $269-52.8% |