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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 | $14,063 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,967 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,782 | $108,719-14.7% | $101,326-8.4% | $85,563+8.4% |
| Participation rate | 84.5% | 80.9%+3.6pp | 81.5%+3.0pp | 66.0%+18.5pp |
| Annual return | 23.56% | 20.95%+2.6pp | 36.82%-13.3pp | 31.51%-8.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $20,281 | $8,545+137.3% | $7,994+153.7% | $4,375+363.5% |
| Admin fee / account holder | $43 | $685-93.7% | $11,185-99.6% | $834-94.8% |