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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,637 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,728 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,976 | $129,021+34.1% | $184,203-6.1% | $77,643+122.8% |
| Participation rate | 82.2% | 87.3%-5.2pp | 86.8%-4.6pp | 70.6%+11.6pp |
| Annual return | 15.91% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,063 | $4,413-75.9% | $6,427-83.5% | $2,726-61.0% |
| Participant deferral / active EE | $7,448 | $7,297+2.1% | $9,131-18.4% | $4,647+60.3% |
| Admin fee / account holder | $166 | $254-34.8% | $13,901-98.8% | $430-61.5% |