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 | $23,035 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,401 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,735 | $61,272+363.1% | $149,673+89.6% | $71,457+297.1% |
| Participation rate | 96.7% | 62.5%+34.2pp | 78.8%+17.9pp | 67.9%+28.7pp |
| Annual return | 31.46% | 35.85%-4.4pp | 134.42%-103.0pp | 28.85%+2.6pp |
| Employer contribution / active EE | $11,480 | $2,378+382.7% | $4,818+138.3% | $2,588+343.7% |
| Participant deferral / active EE | $10,949 | $2,917+275.3% | $5,680+92.8% | $4,289+155.3% |
| Admin fee / account holder | $169 | $1,261-86.6% | $13,210-98.7% | $1,587-89.3% |