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 27 · EIN 47-1411118 | Advisory (Plan) | $130,321 |
Service code 37 · EIN 04-2647786 | Loan Processing | $116,950 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,047 |
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $16,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,663 | $106,028-24.9% | $146,958-45.8% | $77,643+2.6% |
| Participation rate | 95.7% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 14.30% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,044 | $4,063-0.5% | $4,933-18.0% | $2,726+48.4% |
| Participant deferral / active EE | $10,425 | $7,990+30.5% | $8,070+29.2% | $4,647+124.3% |
| Admin fee / account holder | $204 | $337-39.6% | $12,998-98.4% | $430-52.7% |