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 | $28,074 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,916 | $142,424-31.3% | $100,534-2.6% | $74,304+31.8% |
| Participation rate | 92.0% | 79.6%+12.4pp | 80.6%+11.4pp | 60.3%+31.6pp |
| Annual return | 26.24% | 27.53%-1.3pp | 32.66%-6.4pp | 29.43%-3.2pp |
| Employer contribution / active EE | $3,169 | $5,555-42.9% | $4,346-27.1% | $2,241+41.4% |
| Participant deferral / active EE | $11,878 | $8,247+44.0% | $6,144+93.3% | $3,767+215.3% |
| Admin fee / account holder | $221 | $1,986-88.9% | $7,654-97.1% | $2,969-92.5% |