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 7-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) | $15,214 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,239 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,214 | $91,372+154.1% | $129,995+78.6% | $74,419+212.0% |
| Participation rate | 98.2% | 77.8%+20.4pp | 78.5%+19.7pp | 70.7%+27.5pp |
| Annual return | 20.06% | 23.21%-3.1pp | -137.18%+157.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $3,723 | $2,563+45.2% | $4,320-13.8% | $2,637+41.2% |
| Participant deferral / active EE | $10,521 | $4,721+122.9% | $5,820+80.8% | $4,528+132.4% |
| Admin fee / account holder | -$30 | $283-110.5% | $10,614-100.3% | $348-108.5% |