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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,754 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,488 | $47,126+136.6% | $149,673-25.5% | $74,419+49.8% |
| Participation rate | 98.8% | 63.4%+35.4pp | 78.8%+20.0pp | 70.7%+28.0pp |
| Annual return | 20.79% | 22.75%-2.0pp | 134.42%-113.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $4,975 | $1,905+161.1% | $4,818+3.3% | $2,637+88.6% |
| Participant deferral / active EE | $6,850 | $2,728+151.1% | $5,680+20.6% | $4,528+51.3% |
| Admin fee / account holder | $5 | $343-98.6% | $13,210-100.0% | $348-98.6% |