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 | $123,460 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,381 | $71,142+4.6% | $119,609-37.8% | $64,808+14.8% |
| Participation rate | 92.1% | 78.6%+13.5pp | 79.3%+12.8pp | 71.5%+20.6pp |
| Annual return | -15.17% | -10.01%-5.2pp | -14.97%-0.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,725 | $2,497+9.1% | $4,232-35.6% | $2,506+8.8% |
| Participant deferral / active EE | $8,090 | $4,490+80.2% | $5,602+44.4% | $4,310+87.7% |
| Admin fee / account holder | $138 | $162-15.0% | $10,323-98.7% | $188-26.7% |