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) | $10,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,385 |
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 | $220,829 | $102,317+115.8% | $146,958+50.3% | $80,856+173.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | -0.10% | 134.76%-134.9pp | 418.34%-418.4pp | 35.59%-35.7pp |
| Employer contribution / active EE | $5,271 | $3,713+41.9% | $4,933+6.8% | $2,755+91.3% |
| Participant deferral / active EE | $16,020 | $6,644+141.1% | $8,070+98.5% | $4,296+272.9% |
| Admin fee / account holder | $40 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |