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) | $6,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,115 | $44,960+104.9% | $84,966+8.4% | $74,495+23.7% |
| Participation rate | 71.2% | 49.4%+21.8pp | 67.5%+3.7pp | 67.2%+4.0pp |
| Annual return | 15.54% | 26.24%-10.7pp | 66.38%-50.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,150 | $1,457+116.2% | $2,727+15.5% | $2,623+20.1% |
| Participant deferral / active EE | $6,168 | $2,731+125.9% | $4,519+36.5% | $4,346+41.9% |
| Admin fee / account holder | $24 | $2,209-98.9% | $6,149-99.6% | $1,942-98.8% |