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 | $106,183 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,326 | $86,225+25.6% | $146,665-26.1% | $86,799+24.8% |
| Participation rate | 98.5% | 78.0%+20.6pp | 80.1%+18.5pp | 72.3%+26.3pp |
| Annual return | 13.04% | 31.23%-18.2pp | 22.74%-9.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,981 | $2,392+66.4% | $4,136-3.8% | $2,405+65.5% |
| Participant deferral / active EE | $9,067 | $4,245+113.6% | $5,506+64.7% | $4,131+119.5% |
| Admin fee / account holder | $39 | $195-80.0% | $10,280-99.6% | $170-76.9% |