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 6-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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,431 |
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 | $147,059 | $139,767+5.2% | $153,485-4.2% | $199,593-26.3% |
| Participation rate | 97.6% | 85.1%+12.5pp | 77.1%+20.5pp | 72.0%+25.6pp |
| Annual return | 12.64% | 20.59%-8.0pp | 15.65%-3.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $5,850 | $6,517-10.2% | $5,039+16.1% | $3,034+92.8% |
| Participant deferral / active EE | $8,256 | $8,055+2.5% | $6,757+22.2% | $5,087+62.3% |
| Admin fee / account holder | $60 | $98-38.4% | $12,724-99.5% | $269-77.6% |