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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,718 | $95,274+0.5% | $135,903-29.6% | $74,419+28.6% |
| Participation rate | 93.0% | 78.2%+14.8pp | 81.9%+11.1pp | 70.7%+22.3pp |
| Annual return | 28.76% | 32.77%-4.0pp | 68.23%-39.5pp | 34.38%-5.6pp |
| Employer contribution / active EE | $4,780 | $3,874+23.4% | $4,856-1.6% | $2,637+81.2% |
| Participant deferral / active EE | $16,623 | $7,782+113.6% | $7,758+114.3% | $4,528+267.1% |
| Admin fee / account holder | -$53 | $266-120.1% | $10,762-100.5% | $348-115.4% |