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 6-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 | $27,113 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,516 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,378 | $79,171-7.3% | $102,423-28.4% | $74,495-1.5% |
| Participation rate | 90.7% | 74.8%+15.9pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 16.31% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,385 | $2,362+0.9% | $3,023-21.1% | $2,623-9.1% |
| Participant deferral / active EE | $4,841 | $4,415+9.7% | $5,053-4.2% | $4,346+11.4% |
| Admin fee / account holder | $147 | $2,001-92.7% | $9,451-98.4% | $1,942-92.4% |