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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,101 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND COMPANY Service code 16 · EIN 47-5324570 | Consulting | $28,975 |
KILPATRICK TOWNSEND2 years Service code 29 · EIN 58-0511774 | Legal | $19,687 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,493 | $44,897+346.6% | $84,966+136.0% | $199,593+0.5% |
| Participation rate | 82.6% | 45.7%+36.9pp | 67.5%+15.1pp | 72.0%+10.6pp |
| Annual return | 14.37% | 20.96%-6.6pp | 66.38%-52.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $3,407 | $1,365+149.5% | $2,727+24.9% | $3,034+12.3% |
| Participant deferral / active EE | $6,617 | $2,668+148.0% | $4,519+46.4% | $5,087+30.1% |
| Admin fee / account holder | $127 | $584-78.2% | $6,149-97.9% | $269-52.7% |