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 60 · EIN 04-2647786 | Sub-TA Fees | $44,060 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,295 | $84,487-49.9% | $125,339-66.3% | $66,914-36.8% |
| Participation rate | 82.7% | 76.4%+6.3pp | 82.4%+0.3pp | 69.8%+12.9pp |
| Annual return | -16.54% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,039 | $3,553-42.6% | $4,814-57.6% | $2,544-19.8% |
| Participant deferral / active EE | $5,227 | $6,781-22.9% | $7,446-29.8% | $4,237+23.4% |
| Admin fee / account holder | $76 | $685-89.0% | $10,010-99.2% | $593-87.2% |