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 | $19,813 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,558 | $119,446-11.6% | $150,045-29.6% | $85,563+23.4% |
| Participation rate | 97.1% | 75.4%+21.7pp | 82.3%+14.8pp | 66.0%+31.1pp |
| Annual return | 23.15% | 23.72%-0.6pp | 62.55%-39.4pp | 31.51%-8.4pp |
| Employer contribution / active EE | $5,052 | $4,078+23.9% | $4,693+7.6% | $2,654+90.4% |
| Participant deferral / active EE | $11,357 | $7,985+42.2% | $7,997+42.0% | $4,375+159.6% |
| Admin fee / account holder | $67 | $548-87.8% | $13,435-99.5% | $834-92.0% |