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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,845 | $185,342-37.5% | $111,297+4.1% | $86,799+33.5% |
| Participation rate | 92.7% | 81.0%+11.8pp | 77.3%+15.4pp | 72.3%+20.5pp |
| Annual return | 14.84% | 500.80%-486.0pp | 54.65%-39.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,881 | $2,246-16.3% | $2,731-31.1% | $2,405-21.8% |
| Participant deferral / active EE | $6,178 | $4,458+38.6% | $4,487+37.7% | $4,131+49.6% |
| Admin fee / account holder | $37 | $255-85.4% | $7,964-99.5% | $170-77.9% |