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) | $10,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,189 |
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 | $131,513 | $82,202+60.0% | $125,339+4.9% | $64,808+102.9% |
| Participation rate | 86.1% | 77.9%+8.3pp | 82.4%+3.8pp | 71.5%+14.7pp |
| Annual return | -9.54% | 3.48%-13.0pp | 572.05%-581.6pp | 32.82%-42.4pp |
| Employer contribution / active EE | $5,260 | $3,615+45.5% | $4,814+9.3% | $2,506+109.9% |
| Participant deferral / active EE | $9,838 | $7,175+37.1% | $7,446+32.1% | $4,310+128.2% |
| Admin fee / account holder | $0 | $163-99.7% | $10,010-100.0% | $188-99.7% |