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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,257 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $20,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,162 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,540 | $91,746+9.6% | $146,665-31.4% | $93,030+8.1% |
| Participation rate | 95.3% | 80.9%+14.4pp | 80.1%+15.2pp | 73.9%+21.4pp |
| Annual return | 16.76% | 18.28%-1.5pp | 22.74%-6.0pp | 158.70%-141.9pp |
| Employer contribution / active EE | $6,217 | $2,815+120.9% | $4,136+50.3% | $2,706+129.8% |
| Participant deferral / active EE | $5,501 | $4,589+19.9% | $5,506-0.1% | $4,562+20.6% |
| Admin fee / account holder | $41 | $101-59.7% | $10,280-99.6% | $152-73.1% |