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) | $7,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,708 | $84,936+61.0% | $111,297+22.8% | $79,386+72.2% |
| Participation rate | 98.2% | 75.9%+22.3pp | 77.3%+20.9pp | 70.7%+27.5pp |
| Annual return | 16.35% | 17.45%-1.1pp | 54.65%-38.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,368 | $1,979+19.6% | $2,731-13.3% | $2,427-2.5% |
| Participant deferral / active EE | $7,371 | $3,888+89.6% | $4,487+64.3% | $4,046+82.2% |
| Admin fee / account holder | $25 | $537-95.3% | $7,964-99.7% | $626-96.0% |