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) | $21,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,099 | $69,763+148.1% | $67,502+156.4% | $74,495+132.4% |
| Participation rate | 95.3% | 71.4%+24.0pp | 72.9%+22.5pp | 67.2%+28.1pp |
| Annual return | 17.17% | -40.34%+57.5pp | 3512.12%-3495.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $15,628 | $2,704+478.0% | $2,731+472.3% | $2,623+495.8% |
| Participant deferral / active EE | $13,494 | $3,636+271.1% | $4,000+237.4% | $4,346+210.5% |
| Admin fee / account holder | $86 | $896-90.4% | $3,998-97.9% | $1,942-95.6% |