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 27 · EIN 26-0058143 | Advisory (Plan) | $39,585 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,431 | $77,660+101.4% | $109,143+43.3% | $79,386+97.1% |
| Participation rate | 91.5% | 67.8%+23.7pp | 75.9%+15.6pp | 70.7%+20.8pp |
| Annual return | 17.08% | 23.44%-6.4pp | 25.75%-8.7pp | 116.85%-99.8pp |
| Employer contribution / active EE | $4,462 | $2,797+59.5% | $3,722+19.9% | $2,427+83.8% |
| Participant deferral / active EE | $11,627 | $3,518+230.6% | $4,653+149.9% | $4,046+187.4% |
| Admin fee / account holder | $273 | $732-62.7% | $6,752-96.0% | $626-56.4% |