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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,245 | $82,978+69.0% | $129,995+7.9% | $71,457+96.3% |
| Participation rate | 98.1% | 74.1%+24.0pp | 78.5%+19.6pp | 67.9%+30.2pp |
| Annual return | 17.67% | 20.60%-2.9pp | -137.18%+154.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $5,356 | $2,622+104.3% | $4,320+24.0% | $2,588+107.0% |
| Participant deferral / active EE | $12,666 | $4,432+185.8% | $5,820+117.6% | $4,289+195.3% |
| Admin fee / account holder | $138 | $1,729-92.0% | $10,614-98.7% | $1,587-91.3% |