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) | $5,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,049 | $86,897-45.9% | $151,611-69.0% | $64,808-27.4% |
| Participation rate | 87.8% | 87.3%+0.5pp | 87.5%+0.3pp | 71.5%+16.3pp |
| Annual return | -14.51% | -3.57%-10.9pp | 3.33%-17.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,495 | $4,010-12.8% | $6,166-43.3% | $2,506+39.5% |
| Participant deferral / active EE | $10,851 | $6,690+62.2% | $8,363+29.7% | $4,310+151.7% |
| Admin fee / account holder | $21 | $153-86.6% | $11,616-99.8% | $188-89.1% |