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 | $70,741 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,640 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,840 | $44,626-64.5% | $86,188-81.6% | $80,160-80.2% |
| Participation rate | 86.3% | 63.5%+22.8pp | 69.0%+17.4pp | 72.9%+13.4pp |
| Annual return | 17.38% | 19.61%-2.2pp | 1168.45%-1151.1pp | 40.38%-23.0pp |
| Employer contribution / active EE | $636 | $1,099-42.1% | $2,380-73.3% | $2,978-78.6% |
| Participant deferral / active EE | $2,309 | $2,769-16.6% | $3,985-42.1% | $5,017-54.0% |
| Admin fee / account holder | $30 | $133-77.1% | $6,852-99.6% | $145-79.0% |