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) | $6,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,013 |
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 | $69,736 | $78,339-11.0% | $85,682-18.6% | $93,030-25.0% |
| Participation rate | 48.8% | 72.5%-23.7pp | 69.9%-21.1pp | 73.9%-25.1pp |
| Annual return | 12.55% | 21.17%-8.6pp | 21.49%-8.9pp | 158.70%-146.1pp |
| Employer contribution / active EE | $971 | $2,560-62.1% | $2,618-62.9% | $2,706-64.1% |
| Participant deferral / active EE | $2,854 | $3,882-26.5% | $3,923-27.2% | $4,562-37.5% |
| Admin fee / account holder | $100 | $104-3.8% | $6,873-98.5% | $152-34.1% |