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 | $284,463 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,779 |
KESTRA INVESTMENT SERVICES LLC11+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,503 | $145,877-44.1% | $150,045-45.7% | $102,872-20.8% |
| Participation rate | 79.3% | 79.8%-0.5pp | 82.3%-3.0pp | 73.0%+6.3pp |
| Annual return | 19.54% | 21.37%-1.8pp | 62.55%-43.0pp | 19.06%+0.5pp |
| Employer contribution / active EE | $4,506 | $4,710-4.3% | $4,693-4.0% | $3,526+27.8% |
| Participant deferral / active EE | $10,005 | $9,491+5.4% | $7,997+25.1% | $5,535+80.8% |
| Admin fee / account holder | $128 | $176-27.3% | $13,435-99.0% | $292-56.2% |