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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,778 | $185,342-51.0% | $111,297-18.4% | $86,799+4.6% |
| Participation rate | 84.2% | 81.0%+3.3pp | 77.3%+6.9pp | 72.3%+11.9pp |
| Annual return | 13.46% | 500.80%-487.3pp | 54.65%-41.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,113 | $2,246-5.9% | $2,731-22.6% | $2,405-12.1% |
| Participant deferral / active EE | $4,481 | $4,458+0.5% | $4,487-0.1% | $4,131+8.5% |
| Admin fee / account holder | $39 | $255-84.6% | $7,964-99.5% | $170-76.8% |