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) | $12,485 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,833 | $66,813+128.7% | $100,516+52.0% | $73,488+108.0% |
| Participation rate | 70.7% | 77.5%-6.8pp | 79.4%-8.7pp | 70.7%0pp |
| Annual return | 13.92% | 25.70%-11.8pp | 30.89%-17.0pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,146 | $2,1470% | $3,418-37.2% | $2,270-5.5% |
| Participant deferral / active EE | $7,148 | $5,883+21.5% | $6,270+14.0% | $3,740+91.1% |
| Admin fee / account holder | $93 | $512-81.8% | $8,081-98.8% | $513-81.8% |