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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,549 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,211 | $86,929+22.2% | $102,423+3.7% | $80,856+31.4% |
| Participation rate | 90.1% | 72.4%+17.7pp | 76.5%+13.6pp | 67.6%+22.5pp |
| Annual return | 14.79% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $519 | $2,369-78.1% | $3,023-82.8% | $2,755-81.2% |
| Participant deferral / active EE | $4,948 | $4,118+20.2% | $5,053-2.1% | $4,296+15.2% |
| Admin fee / account holder | $62 | $8,049-99.2% | $9,451-99.3% | $6,918-99.1% |