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 | $15,535 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,915 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,916 | $129,021+27.0% | $184,203-11.0% | $77,643+111.1% |
| Participation rate | 95.8% | 87.3%+8.4pp | 86.8%+9.0pp | 70.6%+25.2pp |
| Annual return | 12.75% | 33.27%-20.5pp | 28.81%-16.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $5,233 | $4,413+18.6% | $6,427-18.6% | $2,726+92.0% |
| Participant deferral / active EE | $8,054 | $7,297+10.4% | $9,131-11.8% | $4,647+73.3% |
| Admin fee / account holder | $55 | $254-78.2% | $13,901-99.6% | $430-87.1% |