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 | $13,624 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,947 |
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 | $40,756 | $64,612-36.9% | $86,436-52.8% | $64,808-37.1% |
| Participation rate | 82.2% | 81.5%+0.8pp | 80.3%+1.9pp | 71.5%+10.8pp |
| Annual return | -12.74% | 0.66%-13.4pp | 4394.89%-4407.6pp | 32.82%-45.6pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $12,745 | $7,497+70.0% | $6,952+83.3% | $4,310+195.7% |
| Admin fee / account holder | $27 | $169-83.9% | $6,731-99.6% | $188-85.5% |