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) | $11,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,882 | $79,428+125.2% | $106,548+67.9% | $79,386+125.3% |
| Participation rate | 90.6% | 74.1%+16.5pp | 76.1%+14.5pp | 70.7%+19.9pp |
| Annual return | 15.21% | 18.27%-3.1pp | 26.80%-11.6pp | 116.85%-101.6pp |
| Employer contribution / active EE | $9,916 | $2,234+343.9% | $2,819+251.8% | $2,427+308.5% |
| Participant deferral / active EE | $6,681 | $3,823+74.8% | $4,398+51.9% | $4,046+65.2% |
| Admin fee / account holder | $1 | $523-99.9% | $7,407-100.0% | $626-99.9% |