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) | $12,065 |
APPLE GROWTH PARTNERS5 years Service code 10 · EIN 81-4504770 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,318 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,989 | $80,968+81.5% | $96,544+52.3% | $75,163+95.6% |
| Participation rate | 95.1% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+27.9pp |
| Annual return | 291.99% | 27.06%+264.9pp | 25.84%+266.1pp | 160.62%+131.4pp |
| Employer contribution / active EE | $2,757 | $2,282+20.8% | $2,965-7.0% | $2,670+3.3% |
| Participant deferral / active EE | $8,388 | $3,928+113.5% | $4,851+72.9% | $4,125+103.3% |
| Admin fee / account holder | $37 | $6,724-99.4% | $8,252-99.5% | $5,651-99.3% |