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 9-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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,916 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,947 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,798 | $113,016+15.7% | $103,476+26.4% | $74,495+75.6% |
| Participation rate | 94.8% | 80.8%+14.0pp | 80.5%+14.3pp | 67.2%+27.6pp |
| Annual return | 15.40% | 23.24%-7.8pp | 23.90%-8.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $5,511 | $4,881+12.9% | $4,672+18.0% | $2,623+110.1% |
| Participant deferral / active EE | $9,863 | $7,279+35.5% | $6,623+48.9% | $4,346+127.0% |
| Admin fee / account holder | $38 | $1,709-97.8% | $9,413-99.6% | $1,942-98.0% |