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 | $32,286 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,525 | $61,272+54.3% | $149,673-36.8% | $71,457+32.3% |
| Participation rate | 70.6% | 62.5%+8.1pp | 78.8%-8.2pp | 67.9%+2.6pp |
| Annual return | 16.63% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,051 | $2,378-13.8% | $4,818-57.4% | $2,588-20.7% |
| Participant deferral / active EE | $4,942 | $2,917+69.4% | $5,680-13.0% | $4,289+15.2% |
| Admin fee / account holder | $194 | $1,261-84.6% | $13,210-98.5% | $1,587-87.8% |