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 | $31,367 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,627 | $101,317+26.0% | $146,958-13.2% | $74,495+71.3% |
| Participation rate | 93.0% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 12.92% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,948 | $3,810-22.6% | $4,933-40.2% | $2,623+12.4% |
| Participant deferral / active EE | $12,264 | $7,303+67.9% | $8,070+52.0% | $4,346+182.2% |
| Admin fee / account holder | $297 | $1,739-82.9% | $12,998-97.7% | $1,942-84.7% |