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 | $9,044 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,305 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,917 | $105,181+1.7% | $159,436-32.9% | $85,850+24.5% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 16.71% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,845 | $5,945+116.1% | $7,352+74.7% | $3,952+225.0% |
| Admin fee / account holder | $92 | $6,933-98.7% | $10,799-99.1% | $6,260-98.5% |