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 | $147,060 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,419 | $104,317-58.4% | $159,436-72.8% | $86,799-50.0% |
| Participation rate | 93.9% | 77.7%+16.2pp | 82.8%+11.1pp | 72.3%+21.6pp |
| Annual return | 15.25% | 26.32%-11.1pp | 263.57%-248.3pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,151 | $3,451-37.7% | $4,829-55.5% | $2,405-10.6% |
| Participant deferral / active EE | $6,823 | $6,837-0.2% | $7,352-7.2% | $4,131+65.2% |
| Admin fee / account holder | $76 | $172-55.8% | $10,799-99.3% | $170-55.1% |