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 | $12,182 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,273 | $53,165+5.8% | $86,188-34.7% | $74,419-24.4% |
| Participation rate | 98.3% | 64.9%+33.4pp | 69.0%+29.3pp | 70.7%+27.5pp |
| Annual return | 22.15% | 22.64%-0.5pp | 1168.45%-1146.3pp | 34.38%-12.2pp |
| Employer contribution / active EE | $2,021 | $1,210+67.0% | $2,380-15.1% | $2,637-23.4% |
| Participant deferral / active EE | $4,251 | $3,234+31.4% | $3,985+6.7% | $4,528-6.1% |
| Admin fee / account holder | $41 | $551-92.5% | $6,852-99.4% | $348-88.2% |