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 8-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) | $12,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,382 | $104,475-8.7% | $159,436-40.2% | $79,386+20.1% |
| Participation rate | 90.8% | 76.6%+14.2pp | 82.8%+8.0pp | 70.7%+20.1pp |
| Annual return | 19.68% | 67.95%-48.3pp | 263.57%-243.9pp | 116.85%-97.2pp |
| Employer contribution / active EE | $4,339 | $3,417+27.0% | $4,829-10.2% | $2,427+78.7% |
| Participant deferral / active EE | $10,916 | $6,467+68.8% | $7,352+48.5% | $4,046+169.8% |
| Admin fee / account holder | $63 | $711-91.2% | $10,799-99.4% | $626-90.0% |