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 | $57,744 |
SMITH & HOWARD, PC3 years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $20,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,409 |
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 | $50,308 | $130,655-61.5% | $93,789-46.4% | $64,808-22.4% |
| Participation rate | 56.3% | 84.9%-28.6pp | 81.0%-24.7pp | 71.5%-15.2pp |
| Annual return | -17.22% | -14.04%-3.2pp | -11.33%-5.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,255 | $5,594-59.7% | $4,323-47.8% | $2,506-10.0% |
| Participant deferral / active EE | $4,758 | $8,067-41.0% | $6,094-21.9% | $4,310+10.4% |
| Admin fee / account holder | $203 | $140+44.6% | $7,195-97.2% | $188+8.0% |