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 5-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 | $60,105 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,197 | $79,013+31.9% | $100,391+3.8% | $74,495+39.9% |
| Participation rate | 93.9% | 79.5%+14.4pp | 81.5%+12.4pp | 67.2%+26.7pp |
| Annual return | 14.92% | 20.41%-5.5pp | 49.20%-34.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,888 | $3,021+94.9% | $3,942+49.4% | $2,623+124.5% |
| Participant deferral / active EE | $14,461 | $7,760+86.4% | $8,082+78.9% | $4,346+232.8% |
| Admin fee / account holder | $116 | $1,320-91.2% | $7,899-98.5% | $1,942-94.0% |