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) | $23,327 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,351 | $76,050+55.6% | $96,544+22.6% | $71,457+65.6% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.7pp | 67.9%+29.7pp |
| Annual return | 19.96% | 22.81%-2.8pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $7,847 | $2,244+249.6% | $2,965+164.6% | $2,588+203.2% |
| Participant deferral / active EE | $16,839 | $4,215+299.5% | $4,851+247.1% | $4,289+292.6% |
| Admin fee / account holder | $89 | $2,707-96.7% | $8,252-98.9% | $1,587-94.4% |