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 | $65,928 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,744 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,889 | $85,635+57.5% | $123,892+8.9% | $63,975+110.8% |
| Participation rate | 84.0% | 74.9%+9.1pp | 81.4%+2.6pp | 71.1%+12.9pp |
| Annual return | 8.48% | 15.74%-7.3pp | 47.52%-39.0pp | 48.65%-40.2pp |
| Employer contribution / active EE | $3,115 | $3,076+1.2% | $4,617-32.5% | $2,182+42.8% |
| Participant deferral / active EE | $11,792 | $5,667+108.1% | $5,984+97.0% | $3,356+251.3% |
| Admin fee / account holder | $77 | $75+2.5% | $8,357-99.1% | $70+9.0% |