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) | $25,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,573 | $93,131+77.8% | $106,548+55.4% | $86,799+90.8% |
| Participation rate | 90.8% | 81.4%+9.3pp | 76.1%+14.6pp | 72.3%+18.5pp |
| Annual return | 15.22% | 19.45%-4.2pp | 26.80%-11.6pp | 97.91%-82.7pp |
| Employer contribution / active EE | $3,175 | $2,895+9.7% | $2,819+12.6% | $2,405+32.0% |
| Participant deferral / active EE | $11,174 | $4,708+137.3% | $4,398+154.1% | $4,131+170.5% |
| Admin fee / account holder | -$78 | $145-153.9% | $7,407-101.1% | $170-146.1% |