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) | $5,255 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,050 | $131,799-27.9% | $200,582-52.6% | $85,563+11.1% |
| Participation rate | 98.1% | 87.9%+10.2pp | 86.9%+11.2pp | 66.0%+32.1pp |
| Annual return | 18.53% | 21.59%-3.1pp | 42.33%-23.8pp | 31.51%-13.0pp |
| Employer contribution / active EE | $5,170 | $4,532+14.1% | $6,419-19.5% | $2,654+94.8% |
| Participant deferral / active EE | $5,889 | $7,702-23.5% | $9,331-36.9% | $4,375+34.6% |
| Admin fee / account holder | $20 | $235-91.5% | $16,305-99.9% | $834-97.6% |