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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,808 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,954 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,199 | $86,655-0.5% | $119,609-27.9% | $66,914+28.8% |
| Participation rate | 90.7% | 75.6%+15.2pp | 79.3%+11.5pp | 69.8%+20.9pp |
| Annual return | -20.48% | -8.00%-12.5pp | -14.97%-5.5pp | 1.58%-22.1pp |
| Employer contribution / active EE | $3,504 | $2,536+38.2% | $4,232-17.2% | $2,544+37.7% |
| Participant deferral / active EE | $5,603 | $4,358+28.6% | $5,6020% | $4,237+32.2% |
| Admin fee / account holder | $177 | $755-76.5% | $10,323-98.3% | $593-70.2% |