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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,533 |
BDO USA, LLP4 years Filed as: BDO USA,LLP Service code 10 · EIN 13-5381590 | Accounting | $17,030 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,668 | $47,126+77.5% | $149,673-44.1% | $74,419+12.4% |
| Participation rate | 75.3% | 63.4%+11.9pp | 78.8%-3.5pp | 70.7%+4.6pp |
| Annual return | 21.90% | 22.75%-0.9pp | 134.42%-112.5pp | 34.38%-12.5pp |
| Employer contribution / active EE | $767 | $1,905-59.8% | $4,818-84.1% | $2,637-70.9% |
| Participant deferral / active EE | $5,417 | $2,728+98.6% | $5,680-4.6% | $4,528+19.6% |
| Admin fee / account holder | $124 | $343-63.7% | $13,210-99.1% | $348-64.2% |