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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,571 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $40,839 |
CARON & BLETZER, PLLC8 years Service code 10 · EIN 04-3499945 | Accounting | $7,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,312 | $104,697+5.4% | $96,544+14.3% | $80,160+37.6% |
| Participation rate | 91.9% | 86.4%+5.6pp | 76.0%+16.0pp | 72.9%+19.0pp |
| Annual return | 20.11% | 21.78%-1.7pp | 25.84%-5.7pp | 40.38%-20.3pp |
| Employer contribution / active EE | $2,823 | $3,536-20.2% | $2,965-4.8% | $2,978-5.2% |
| Participant deferral / active EE | $6,695 | $6,188+8.2% | $4,851+38.0% | $5,017+33.4% |
| Admin fee / account holder | $165 | $107+54.8% | $8,252-98.0% | $145+14.0% |