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 | $166,958 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,706 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $28,875 |
Filed as: BNY MELLON Service code 21 · EIN 13-5190382 | Bank Trustee | $10,540 |
Annual investment return 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 | $51,095 | $176,491-71.0% | $95,952-46.7% | $90,288-43.4% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | -2.69% | 20.14%-22.8pp | 91.61%-94.3pp | 53.97%-56.7pp |
| Employer contribution / active EE | $2,877 | $2,789+3.2% | $2,541+13.2% | $2,524+14.0% |
| Participant deferral / active EE | $3,164 | $5,340-40.7% | $4,167-24.1% | $4,232-25.2% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |