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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.
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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 | $54,538 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,956 |
Employer contribution per participant 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 | $80,974 | $86,225-6.1% | $146,665-44.8% | $86,799-6.7% |
| Participation rate | 97.8% | 78.0%+19.8pp | 80.1%+17.7pp | 72.3%+25.5pp |
| Annual return | 22.87% | 31.23%-8.4pp | 22.74%+0.1pp | 97.91%-75.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,727 | $4,245-12.2% | $5,506-32.3% | $4,131-9.8% |
| Admin fee / account holder | $122 | $195-37.3% | $10,280-98.8% | $170-27.8% |