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 | $17,619 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,313 | $88,890+0.5% | $102,423-12.8% | $77,643+15.0% |
| Participation rate | 76.1% | 80.9%-4.8pp | 76.5%-0.4pp | 70.6%+5.6pp |
| Annual return | 16.11% | 24.98%-8.9pp | 29.32%-13.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,357 | $2,698+24.4% | $3,023+11.0% | $2,726+23.1% |
| Participant deferral / active EE | $7,551 | $5,145+46.8% | $5,053+49.4% | $4,647+62.5% |
| Admin fee / account holder | $51 | $235-78.2% | $9,451-99.5% | $430-88.1% |