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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,974 | $104,697-10.2% | $96,544-2.7% | $80,160+17.2% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.3pp | 72.9%+25.4pp |
| Annual return | 24.00% | 21.78%+2.2pp | 25.84%-1.8pp | 40.38%-16.4pp |
| Employer contribution / active EE | $1,581 | $3,536-55.3% | $2,965-46.7% | $2,978-46.9% |
| Participant deferral / active EE | $7,912 | $6,188+27.9% | $4,851+63.1% | $5,017+57.7% |
| Admin fee / account holder | $4 | $107-96.2% | $8,252-100.0% | $145-97.2% |