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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,910 |
Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 16 · EIN 20-4798483 | Consulting | $40,000 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LLC Service code 16 · EIN 16-1728260 | Consulting | $12,238 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,454 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,035 | $82,202+207.8% | $125,339+101.9% | $64,808+290.4% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -16.14% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $9,873 | $3,615+173.1% | $4,814+105.1% | $2,506+294.0% |
| Participant deferral / active EE | $8,860 | $7,175+23.5% | $7,446+19.0% | $4,310+105.6% |
| Admin fee / account holder | $202 | $163+23.8% | $10,010-98.0% | $188+7.6% |