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) | $5,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,411 | $91,407-4.4% | $135,903-35.7% | $71,457+22.3% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.1pp |
| Annual return | 19.75% | 29.90%-10.1pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,547 | $3,703-58.2% | $4,856-68.1% | $2,588-40.2% |
| Participant deferral / active EE | $14,719 | $7,092+107.5% | $7,758+89.7% | $4,289+243.2% |
| Admin fee / account holder | $40 | $1,266-96.9% | $10,762-99.6% | $1,587-97.5% |