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 | $6,941 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,672 | $78,422+65.4% | $95,952+35.1% | $79,858+62.4% |
| Participation rate | 90.4% | 73.5%+16.9pp | 77.1%+13.3pp | 69.6%+20.8pp |
| Annual return | 27.02% | 19.37%+7.6pp | 91.61%-64.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $2,025 | $1,945+4.1% | $2,541-20.3% | $2,471-18.0% |
| Participant deferral / active EE | $10,441 | $3,440+203.5% | $4,167+150.6% | $3,740+179.2% |
| Admin fee / account holder | $111 | $5,622-98.0% | $6,795-98.4% | $5,306-97.9% |