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 | $44,890 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,065 | $87,125+4.5% | $108,410-16.0% | $86,799+4.9% |
| Participation rate | 93.9% | 80.5%+13.4pp | 80.1%+13.8pp | 72.3%+21.6pp |
| Annual return | 18.16% | 25.21%-7.1pp | 905.27%-887.1pp | 97.91%-79.8pp |
| Employer contribution / active EE | $3,827 | $2,477+54.5% | $3,558+7.6% | $2,405+59.1% |
| Participant deferral / active EE | $9,856 | $6,944+41.9% | $6,563+50.2% | $4,131+138.6% |
| Admin fee / account holder | $200 | $130+53.3% | $7,295-97.3% | $170+17.7% |