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 | $35,709 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,131 | $130,194-6.2% | $169,993-28.2% | $71,457+70.9% |
| Participation rate | 97.3% | 86.1%+11.1pp | 87.0%+10.3pp | 67.9%+29.4pp |
| Annual return | 21.80% | 20.37%+1.4pp | 53.37%-31.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $5,995 | $4,381+36.8% | $6,785-11.6% | $2,588+131.7% |
| Participant deferral / active EE | $13,511 | $6,923+95.2% | $10,408+29.8% | $4,289+215.0% |
| Admin fee / account holder | $128 | $966-86.7% | $12,815-99.0% | $1,587-91.9% |