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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,152 | $91,372+43.5% | $129,995+0.9% | $74,419+76.2% |
| Participation rate | 94.9% | 77.8%+17.1pp | 78.5%+16.4pp | 70.7%+24.2pp |
| Annual return | 21.00% | 23.21%-2.2pp | -137.18%+158.2pp | 34.38%-13.4pp |
| Employer contribution / active EE | $4,941 | $2,563+92.7% | $4,320+14.4% | $2,637+87.3% |
| Participant deferral / active EE | $11,808 | $4,721+150.1% | $5,820+102.9% | $4,528+160.8% |
| Admin fee / account holder | $17 | $283-94.0% | $10,614-99.8% | $348-95.2% |