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) | $5,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
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 | $146,968 | $99,957+47.0% | $149,696-1.8% | $73,488+100.0% |
| Participation rate | 88.6% | 75.7%+12.9pp | 82.5%+6.1pp | 70.7%+17.9pp |
| Annual return | 19.80% | 53.87%-34.1pp | 276.60%-256.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $5,280 | $3,191+65.5% | $4,644+13.7% | $2,270+132.6% |
| Participant deferral / active EE | $9,621 | $6,073+58.4% | $6,842+40.6% | $3,740+157.3% |
| Admin fee / account holder | $30 | $551-94.6% | $9,309-99.7% | $513-94.2% |