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) | $45,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,583 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,040 | $69,823+298.2% | $77,163+260.3% | $74,419+273.6% |
| Participation rate | 87.2% | 70.0%+17.2pp | 69.6%+17.6pp | 70.7%+16.5pp |
| Annual return | 18.26% | 19.98%-1.7pp | 37.87%-19.6pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,677 | $2,150+117.5% | $2,535+84.5% | $2,637+77.3% |
| Participant deferral / active EE | $7,961 | $3,558+123.8% | $3,833+107.7% | $4,528+75.8% |
| Admin fee / account holder | -$22 | $398-105.5% | $5,472-100.4% | $348-106.3% |