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) | $7,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
Annual investment return 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 | $194,063 | $84,487+129.7% | $125,339+54.8% | $66,914+190.0% |
| Participation rate | 88.6% | 76.4%+12.2pp | 82.4%+6.2pp | 69.8%+18.8pp |
| Annual return | -18.42% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,621 | $3,553+1.9% | $4,814-24.8% | $2,544+42.3% |
| Participant deferral / active EE | $12,556 | $6,781+85.2% | $7,446+68.6% | $4,237+196.4% |
| Admin fee / account holder | $55 | $685-91.9% | $10,010-99.4% | $593-90.7% |