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 |
|---|---|---|
STYRE RETIREMENT4 years Service code 27 · EIN 27-0773694 | Advisory (Plan) | $48,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,969 | $100,923-53.5% | $150,045-68.7% | $74,304-36.8% |
| Participation rate | 85.7% | 70.1%+15.6pp | 82.3%+3.4pp | 60.3%+25.4pp |
| Annual return | 17.32% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $4,346 | $3,463+25.5% | $4,693-7.4% | $2,241+93.9% |
| Participant deferral / active EE | $6,804 | $6,709+1.4% | $7,997-14.9% | $3,767+80.6% |
| Admin fee / account holder | $278 | $2,767-89.9% | $13,435-97.9% | $2,969-90.6% |