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) | $7,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,870 | $84,936+130.6% | $111,297+76.0% | $79,386+146.7% |
| Participation rate | 73.2% | 75.9%-2.6pp | 77.3%-4.1pp | 70.7%+2.5pp |
| Annual return | 14.18% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,437 | $1,979+23.1% | $2,731-10.8% | $2,427+0.4% |
| Participant deferral / active EE | $4,607 | $3,888+18.5% | $4,487+2.7% | $4,046+13.9% |
| Admin fee / account holder | $99 | $537-81.7% | $7,964-98.8% | $626-84.3% |