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 4-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 | $18,095 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,176 | $55,415+28.4% | $155,509-54.2% | $74,495-4.5% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.2pp | 67.2%+18.1pp |
| Annual return | 12.95% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,857 | $2,267+114.2% | $4,672+3.9% | $2,623+85.2% |
| Participant deferral / active EE | $3,302 | $2,836+16.4% | $5,626-41.3% | $4,346-24.0% |
| Admin fee / account holder | $105 | $1,738-93.9% | $15,912-99.3% | $1,942-94.6% |