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 | $87,715 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,203 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,250 |
SAMET & COMPANY PC1 year Filed as: SAMET Service code 10 · EIN 04-3027605 | Accounting | $10,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,860 | $55,125+46.7% | $109,895-26.4% | $86,799-6.8% |
| Participation rate | 93.2% | 70.1%+23.1pp | 74.2%+19.0pp | 72.3%+20.9pp |
| Annual return | 14.36% | 26.20%-11.8pp | 29.45%-15.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,230 | $1,558+107.3% | $2,842+13.6% | $2,405+34.3% |
| Participant deferral / active EE | $5,691 | $3,337+70.6% | $4,048+40.6% | $4,131+37.8% |
| Admin fee / account holder | $296 | $141+110.1% | $6,066-95.1% | $170+74.7% |