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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,540 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,202 | $71,192+95.5% | $117,854+18.1% | $62,292+123.5% |
| Participation rate | 98.0% | 74.2%+23.7pp | 79.7%+18.3pp | 69.5%+28.5pp |
| Annual return | 20.32% | 18.66%+1.7pp | 335.08%-314.8pp | 28.90%-8.6pp |
| Employer contribution / active EE | $10,780 | $1,934+457.5% | $3,786+184.7% | $2,042+427.9% |
| Participant deferral / active EE | $5,556 | $3,189+74.2% | $4,482+24.0% | $3,169+75.3% |
| Admin fee / account holder | $50 | $587-91.5% | $8,020-99.4% | $479-89.6% |