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 64 · EIN 04-2647786 | Recordkeeping Fees | $44,836 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,333 | $61,272+127.4% | $149,673-6.9% | $71,457+95.0% |
| Participation rate | 99.6% | 62.5%+37.1pp | 78.8%+20.8pp | 67.9%+31.7pp |
| Annual return | 17.76% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $6,509 | $2,378+173.7% | $4,818+35.1% | $2,588+151.5% |
| Participant deferral / active EE | $6,694 | $2,917+129.5% | $5,680+17.9% | $4,289+56.1% |
| Admin fee / account holder | $157 | $1,261-87.6% | $13,210-98.8% | $1,587-90.1% |