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 16 · EIN 36-4001764 | Consulting | $37,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,161 | $96,018+10.6% | $65,493+62.1% | $85,563+24.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 16.43% | 14.51%+1.9pp | 982.45%-966.0pp | 31.51%-15.1pp |
| Employer contribution / active EE | $6,634 | $3,235+105.1% | $2,574+157.7% | $2,654+150.0% |
| Participant deferral / active EE | $5,604 | $4,055+38.2% | $3,961+41.5% | $4,375+28.1% |
| Admin fee / account holder | $138 | $271-48.9% | $5,028-97.3% | $834-83.4% |