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) | $5,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,120 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,967 | $108,549-57.7% | $156,263-70.6% | $85,563-46.3% |
| Participation rate | 92.2% | 77.1%+15.1pp | 78.9%+13.3pp | 66.0%+26.3pp |
| Annual return | 22.54% | 21.79%+0.8pp | 59.47%-36.9pp | 31.51%-9.0pp |
| Employer contribution / active EE | $3,063 | $2,690+13.9% | $4,333-29.3% | $2,654+15.4% |
| Participant deferral / active EE | $6,069 | $4,800+26.4% | $6,158-1.5% | $4,375+38.7% |
| Admin fee / account holder | -$55 | $650-108.5% | $14,255-100.4% | $834-106.6% |