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) | $14,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,740 | $88,083+47.3% | $164,813-21.3% | $74,495+74.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.39% | 17.26%-3.9pp | 69.93%-56.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,964 | $2,593+91.4% | $4,341+14.4% | $2,623+89.2% |
| Participant deferral / active EE | $11,818 | $4,498+162.7% | $6,031+95.9% | $4,346+171.9% |
| Admin fee / account holder | $112 | $2,234-95.0% | $12,690-99.1% | $1,942-94.2% |