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 | $66,091 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,695 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,936 | $72,254+3.7% | $86,677-13.5% | $64,808+15.6% |
| Participation rate | 91.2% | 80.4%+10.8pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -16.14% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,715 | $2,393+55.3% | $2,836+31.0% | $2,506+48.3% |
| Participant deferral / active EE | $3,276 | $4,658-29.7% | $4,656-29.6% | $4,310-24.0% |
| Admin fee / account holder | $162 | $174-6.8% | $7,493-97.8% | $188-13.7% |