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) | $12,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,451 | $86,655+73.6% | $119,609+25.8% | $66,914+124.8% |
| Participation rate | 89.6% | 75.6%+14.0pp | 79.3%+10.3pp | 69.8%+19.8pp |
| Annual return | -16.53% | -8.00%-8.5pp | -14.97%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,106 | $2,536+61.9% | $4,232-3.0% | $2,544+61.4% |
| Participant deferral / active EE | $8,293 | $4,358+90.3% | $5,602+48.0% | $4,237+95.7% |
| Admin fee / account holder | -$21 | $755-102.8% | $10,323-100.2% | $593-103.5% |