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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,057 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,869 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND COMPANY Service code 10 · EIN 47-5324570 | Accounting | $12,100 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $9,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,829 | $40,278+324.1% | $80,569+112.0% | $80,160+113.1% |
| Participation rate | 90.9% | 47.5%+43.3pp | 67.0%+23.9pp | 72.9%+17.9pp |
| Annual return | 17.67% | 50.86%-33.2pp | 935.43%-917.8pp | 40.38%-22.7pp |
| Employer contribution / active EE | $3,506 | $1,332+163.1% | $2,723+28.7% | $2,978+17.7% |
| Participant deferral / active EE | $6,717 | $2,696+149.2% | $4,447+51.0% | $5,017+33.9% |
| Admin fee / account holder | $114 | $210-45.8% | $5,377-97.9% | $145-21.3% |