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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $46,626 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,405 | $65,061+83.5% | $143,757-16.9% | $66,914+78.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.08% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $6,506 | $2,361+175.6% | $4,951+31.4% | $2,544+155.7% |
| Participant deferral / active EE | $5,738 | $2,919+96.6% | $5,637+1.8% | $4,237+35.4% |
| Admin fee / account holder | $162 | $502-67.7% | $14,673-98.9% | $593-72.7% |