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 | $27,844 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,034 | $101,317-45.7% | $146,958-62.6% | $74,495-26.1% |
| Participation rate | 90.4% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 17.86% | 8730.91%-8713.0pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,041 | $3,810-72.7% | $4,933-78.9% | $2,623-60.3% |
| Participant deferral / active EE | $15,805 | $7,303+116.4% | $8,070+95.9% | $4,346+263.7% |
| Admin fee / account holder | $186 | $1,739-89.3% | $12,998-98.6% | $1,942-90.4% |