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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,251 |
ARMANINO LLP3+ years Service code 10 · EIN 04-6214841 | Accounting | $20,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,113 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,431 | $96,458-27.0% | $136,294-48.3% | $77,958-9.7% |
| Participation rate | 93.4% | 75.4%+18.0pp | 81.9%+11.5pp | 71.6%+21.7pp |
| Annual return | 22.72% | 23.78%-1.1pp | 5155.94%-5133.2pp | 20.87%+1.9pp |
| Employer contribution / active EE | $1,706 | $3,144-45.7% | $4,695-63.7% | $2,310-26.2% |
| Participant deferral / active EE | $8,349 | $5,902+41.4% | $6,247+33.6% | $3,537+136.1% |
| Admin fee / account holder | $27 | $80-66.8% | $9,243-99.7% | $97-72.6% |