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 | $80,090 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $55,468 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,212 | $36,806+17.4% | $69,647-38.0% | $77,643-44.3% |
| Participation rate | 82.0% | 64.4%+17.6pp | 66.5%+15.5pp | 70.6%+11.4pp |
| Annual return | 12.35% | 38.81%-26.5pp | 100.48%-88.1pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,868 | $1,257+48.6% | $1,712+9.1% | $2,726-31.5% |
| Participant deferral / active EE | $3,815 | $2,738+39.3% | $2,886+32.2% | $4,647-17.9% |
| Admin fee / account holder | $121 | $507-76.0% | $4,713-97.4% | $430-71.8% |