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 |
|---|---|---|
REGENT PEAK WEALTH ADVISORS2 years Service code 53 · EIN 83-4638642 | Insurance Commissions | $22,999 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,501 | $84,936+26.6% | $111,297-3.4% | $79,386+35.4% |
| Participation rate | 85.1% | 75.9%+9.2pp | 77.3%+7.8pp | 70.7%+14.4pp |
| Annual return | 14.12% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,328 | $1,979+17.6% | $2,731-14.8% | $2,427-4.1% |
| Participant deferral / active EE | $4,443 | $3,888+14.3% | $4,487-1.0% | $4,046+9.8% |
| Admin fee / account holder | $150 | $537-72.1% | $7,964-98.1% | $626-76.1% |