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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,202 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $20,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,138 | $85,257-55.3% | $70,515-45.9% | $103,482-63.1% |
| Participation rate | 65.0% | 71.0%-6.0pp | 68.3%-3.4pp | 73.3%-8.3pp |
| Annual return | 20.55% | 25.37%-4.8pp | 32.77%-12.2pp | 33.11%-12.6pp |
| Employer contribution / active EE | $1,640 | $3,007-45.4% | $2,973-44.8% | $3,208-48.9% |
| Participant deferral / active EE | $3,204 | $4,773-32.9% | $4,567-29.8% | $5,207-38.5% |
| Admin fee / account holder | $32 | $89-63.8% | $6,412-99.5% | $114-71.9% |