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 60 · EIN 04-2647786 | Sub-TA Fees | $2,976 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,918 | $61,272+219.8% | $149,673+30.9% | $71,457+174.2% |
| Participation rate | 93.8% | 62.5%+31.3pp | 78.8%+15.0pp | 67.9%+25.9pp |
| Annual return | 16.07% | 35.85%-19.8pp | 134.42%-118.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $7,965 | $2,378+234.9% | $4,818+65.3% | $2,588+207.8% |
| Participant deferral / active EE | $6,969 | $2,917+138.9% | $5,680+22.7% | $4,289+62.5% |
| Admin fee / account holder | $11 | $1,261-99.1% | $13,210-99.9% | $1,587-99.3% |