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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,302 |
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 | $114,955 | $81,908+40.3% | $90,749+26.7% | $64,808+77.4% |
| Participation rate | 98.0% | 80.5%+17.5pp | 75.7%+22.3pp | 71.5%+26.5pp |
| Annual return | -18.73% | -12.53%-6.2pp | -12.16%-6.6pp | 32.82%-51.5pp |
| Employer contribution / active EE | $5,093 | $3,065+66.2% | $2,921+74.4% | $2,506+103.2% |
| Participant deferral / active EE | $7,309 | $4,840+51.0% | $4,564+60.1% | $4,310+69.6% |
| Admin fee / account holder | $74 | $157-52.8% | $8,445-99.1% | $188-60.5% |