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) | $16,458 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$22,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,563 | $95,274-24.9% | $135,903-47.3% | $74,419-3.8% |
| Participation rate | 94.0% | 78.2%+15.8pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 27.41% | 32.77%-5.4pp | 68.23%-40.8pp | 34.38%-7.0pp |
| Employer contribution / active EE | $1,869 | $3,874-51.8% | $4,856-61.5% | $2,637-29.1% |
| Participant deferral / active EE | $10,815 | $7,782+39.0% | $7,758+39.4% | $4,528+138.8% |
| Admin fee / account holder | -$12 | $266-104.5% | $10,762-100.1% | $348-103.4% |