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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,808 | $60,229+97.3% | $90,749+30.9% | - |
| Participation rate | 96.4% | 66.7%+29.7pp | 75.7%+20.7pp | - |
| Annual return | -14.94% | -8.37%-6.6pp | -12.16%-2.8pp | - |
| Employer contribution / active EE | $4,414 | $1,436+207.5% | $2,921+51.1% | - |
| Participant deferral / active EE | $6,727 | $3,579+87.9% | $4,564+47.4% | - |
| Admin fee / account holder | -$138 | $2,834-104.9% | $8,445-101.6% | - |