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 | $46,209 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,944 | $58,778+5.4% | $129,207-52.1% | $77,643-20.2% |
| Participation rate | 98.7% | 59.2%+39.4pp | 69.6%+29.0pp | 70.6%+28.1pp |
| Annual return | 18.23% | 24.73%-6.5pp | 9417.33%-9399.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $6,838 | $1,952+250.3% | $4,153+64.6% | $2,726+150.8% |
| Participant deferral / active EE | $7,479 | $3,212+132.8% | $4,168+79.5% | $4,647+60.9% |
| Admin fee / account holder | $63 | $589-89.3% | $7,715-99.2% | $430-85.4% |