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 | $44,164 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,388 |
Employer contribution per participant 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 | $159,895 | $98,727+62.0% | $113,168+41.3% | $85,563+86.9% |
| Participation rate | 70.7% | 80.8%-10.1pp | 76.6%-5.9pp | 66.0%+4.7pp |
| Annual return | 20.15% | 17.43%+2.7pp | 24.27%-4.1pp | 31.51%-11.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $13,623 | $5,424+151.1% | $5,107+166.8% | $4,375+211.4% |
| Admin fee / account holder | $193 | $357-45.9% | $12,068-98.4% | $834-76.9% |