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 | $69,441 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,632 | $58,336-13.2% | $97,226-47.9% | $199,593-74.6% |
| Participation rate | 95.8% | 63.8%+32.1pp | 72.7%+23.2pp | 72.0%+23.9pp |
| Annual return | 20.70% | 32.81%-12.1pp | 75.13%-54.4pp | 34.25%-13.6pp |
| Employer contribution / active EE | $3,836 | $1,416+170.8% | $2,729+40.6% | $3,034+26.4% |
| Participant deferral / active EE | $5,570 | $3,240+71.9% | $4,264+30.6% | $5,087+9.5% |
| Admin fee / account holder | $35 | $114-69.4% | $5,654-99.4% | $269-87.0% |