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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,772 |
MERCER1 year Filed as: MERCER DC ADVISORS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 606731218 | Advisory (Plan) | $27,038 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $9,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,394 | $176,491-34.6% | $95,952+20.3% | $90,288+27.8% |
| Participation rate | 93.5% | 86.6%+6.9pp | 77.1%+16.4pp | 73.4%+20.1pp |
| Annual return | 17.53% | 20.14%-2.6pp | 91.61%-74.1pp | 53.97%-36.4pp |
| Employer contribution / active EE | $2,538 | $2,789-9.0% | $2,541-0.1% | $2,524+0.5% |
| Participant deferral / active EE | $6,373 | $5,340+19.4% | $4,167+52.9% | $4,232+50.6% |
| Admin fee / account holder | $96 | $154-37.6% | $6,795-98.6% | $114-15.7% |