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 | $34,781 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,683 | $86,225+100.3% | $146,665+17.7% | $86,799+98.9% |
| Participation rate | 96.7% | 78.0%+18.7pp | 80.1%+16.7pp | 72.3%+24.4pp |
| Annual return | 15.06% | 31.23%-16.2pp | 22.74%-7.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $3,620 | $2,392+51.3% | $4,136-12.5% | $2,405+50.5% |
| Participant deferral / active EE | $8,872 | $4,245+109.0% | $5,506+61.1% | $4,131+114.8% |
| Admin fee / account holder | $59 | $195-70.0% | $10,280-99.4% | $170-65.4% |