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 | $178,957 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,831 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $620,306 | $67,512+818.8% | $185,823+233.8% | $93,030+566.8% |
| Participation rate | 91.6% | 67.1%+24.5pp | 81.7%+9.9pp | 73.9%+17.7pp |
| Annual return | 16.09% | 21.04%-4.9pp | 122.05%-106.0pp | 158.70%-142.6pp |
| Employer contribution / active EE | $28,437 | $1,783+1494.8% | $5,167+450.3% | $2,706+951.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $106 | $318-66.7% | $16,237-99.3% | $152-30.2% |