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) | $23,329 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,336 | $64,612-19.0% | $86,436-39.5% | $64,808-19.2% |
| Participation rate | 96.3% | 81.5%+14.9pp | 80.3%+16.0pp | 71.5%+24.9pp |
| Annual return | -15.15% | 0.66%-15.8pp | 4394.89%-4410.0pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,025 | $2,744+46.7% | $3,769+6.8% | $2,506+60.6% |
| Participant deferral / active EE | $12,470 | $7,497+66.3% | $6,952+79.4% | $4,310+189.3% |
| Admin fee / account holder | $17 | $169-89.7% | $6,731-99.7% | $188-90.7% |