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) | $40,495 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $29,632 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 16 · EIN 36-6055558 | Consulting | $19,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,015 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,708 | $78,339-41.7% | $85,682-46.7% | $93,030-50.9% |
| Participation rate | 88.1% | 72.5%+15.6pp | 69.9%+18.2pp | 73.9%+14.2pp |
| Annual return | -0.66% | 21.17%-21.8pp | 21.49%-22.1pp | 158.70%-159.4pp |
| Employer contribution / active EE | $1,118 | $2,560-56.3% | $2,618-57.3% | $2,706-58.7% |
| Participant deferral / active EE | $3,980 | $3,882+2.5% | $3,923+1.5% | $4,562-12.8% |
| Admin fee / account holder | $45 | $104-56.4% | $6,873-99.3% | $152-70.1% |