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 | $32,994 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,252 | $66,457+34.3% | $81,382+9.7% | $77,643+15.0% |
| Participation rate | 88.8% | 68.7%+20.1pp | 69.5%+19.4pp | 70.6%+18.3pp |
| Annual return | 13.13% | 15.93%-2.8pp | 24.73%-11.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,376 | $2,159+56.3% | $2,463+37.1% | $2,726+23.8% |
| Participant deferral / active EE | $6,238 | $3,679+69.6% | $3,883+60.7% | $4,647+34.2% |
| Admin fee / account holder | $134 | $583-76.9% | $5,768-97.7% | $430-68.8% |