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 | $16,408 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,657 | $99,078-23.6% | $96,544-21.6% | $74,419+1.7% |
| Participation rate | 74.2% | 80.7%-6.5pp | 76.0%-1.8pp | 70.7%+3.5pp |
| Annual return | 21.96% | 22.48%-0.5pp | 25.84%-3.9pp | 34.38%-12.4pp |
| Employer contribution / active EE | $3,294 | $2,570+28.1% | $2,965+11.1% | $2,637+24.9% |
| Participant deferral / active EE | $7,387 | $4,933+49.7% | $4,851+52.3% | $4,528+63.1% |
| Admin fee / account holder | $43 | $225-80.8% | $8,252-99.5% | $348-87.6% |