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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | $206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,607 | $98,750+44.4% | $149,696-4.7% | $79,858+78.6% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.3pp |
| Annual return | 18.94% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,848 | $3,216-42.5% | $4,644-60.2% | $2,471-25.2% |
| Participant deferral / active EE | $6,535 | $5,680+15.0% | $6,842-4.5% | $3,740+74.7% |
| Admin fee / account holder | $63 | $6,053-99.0% | $9,309-99.3% | $5,306-98.8% |