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 | $68,833 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,340 | $65,908+24.9% | $81,812+0.6% | $77,643+6.0% |
| Participation rate | 75.8% | 65.8%+10.0pp | 72.3%+3.4pp | 70.6%+5.2pp |
| Annual return | 53.43% | 26.64%+26.8pp | 773.79%-720.4pp | 31.24%+22.2pp |
| Employer contribution / active EE | $2,931 | $2,370+23.7% | $2,912+0.7% | $2,726+7.5% |
| Participant deferral / active EE | $13,138 | $3,505+274.8% | $4,319+204.2% | $4,647+182.7% |
| Admin fee / account holder | $272 | $526-48.3% | $7,386-96.3% | $430-36.7% |