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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,138 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,812 | $58,264+100.5% | $86,612+34.9% | $71,457+63.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 20.20% | 21.63%-1.4pp | 591.07%-570.9pp | 28.85%-8.6pp |
| Employer contribution / active EE | $3,221 | $2,574+25.1% | $3,022+6.6% | $2,588+24.5% |
| Participant deferral / active EE | $5,367 | $3,436+56.2% | $4,438+20.9% | $4,289+25.1% |
| Admin fee / account holder | -$47 | $1,057-104.4% | $5,614-100.8% | $1,587-103.0% |