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 | $66,635 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,177 | $185,342-26.5% | $111,297+22.4% | $86,799+56.9% |
| Participation rate | 98.2% | 81.0%+17.2pp | 77.3%+20.9pp | 72.3%+25.9pp |
| Annual return | 43.42% | 500.80%-457.4pp | 54.65%-11.2pp | 97.91%-54.5pp |
| Employer contribution / active EE | $4,767 | $2,246+112.2% | $2,731+74.6% | $2,405+98.2% |
| Participant deferral / active EE | $10,900 | $4,458+144.5% | $4,487+142.9% | $4,131+163.9% |
| Admin fee / account holder | $101 | $255-60.6% | $7,964-98.7% | $170-40.7% |