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 6-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 | $76,435 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $11,505 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,657 | $108,719+2.7% | $101,326+10.2% | $85,563+30.5% |
| Participation rate | 77.3% | 80.9%-3.6pp | 81.5%-4.2pp | 66.0%+11.4pp |
| Annual return | 18.76% | 20.95%-2.2pp | 36.82%-18.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $4,092 | $3,114+31.4% | $3,665+11.7% | $2,654+54.2% |
| Participant deferral / active EE | $9,453 | $8,545+10.6% | $7,994+18.3% | $4,375+116.1% |
| Admin fee / account holder | $88 | $685-87.1% | $11,185-99.2% | $834-89.4% |