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 27 · EIN 92-1819393 | Advisory (Plan) | $25,000 |
WIPLIF LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $14,061 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,719 | $131,799-34.2% | $200,582-56.8% | $85,563+1.4% |
| Participation rate | 93.6% | 87.9%+5.7pp | 86.9%+6.7pp | 66.0%+27.6pp |
| Annual return | 27.17% | 21.59%+5.6pp | 42.33%-15.2pp | 31.51%-4.3pp |
| Employer contribution / active EE | $4,864 | $4,532+7.3% | $6,419-24.2% | $2,654+83.3% |
| Participant deferral / active EE | $9,313 | $7,702+20.9% | $9,331-0.2% | $4,375+112.8% |
| Admin fee / account holder | $255 | $235+8.6% | $16,305-98.4% | $834-69.4% |