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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,558 | $74,706+117.6% | $75,696+114.8% | $79,386+104.8% |
| Participation rate | 94.0% | 75.3%+18.6pp | 74.8%+19.1pp | 70.7%+23.3pp |
| Annual return | 17.01% | 18.52%-1.5pp | 104.53%-87.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $15,038 | $2,590+480.6% | $2,743+448.3% | $2,427+519.5% |
| Participant deferral / active EE | $12,923 | $3,533+265.8% | $3,821+238.2% | $4,046+219.4% |
| Admin fee / account holder | $68 | $374-81.7% | $3,619-98.1% | $626-89.1% |