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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,929 | $78,485+140.7% | $106,213+77.9% | $74,495+153.6% |
| Participation rate | 85.1% | 72.8%+12.2pp | 75.3%+9.8pp | 67.2%+17.9pp |
| Annual return | 18.97% | 15.95%+3.0pp | 116.14%-97.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $9,122 | $2,523+261.6% | $3,171+187.6% | $2,623+247.8% |
| Participant deferral / active EE | $6,226 | $4,322+44.0% | $5,016+24.1% | $4,346+43.3% |
| Admin fee / account holder | -$11 | $2,232-100.5% | $11,033-100.1% | $1,942-100.6% |