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) | $7,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | $415 |
Participant contribution per participant 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 | $69,914 | $111,491-37.3% | $189,513-63.1% | $86,799-19.5% |
| Participation rate | 79.0% | 87.3%-8.3pp | 87.8%-8.8pp | 72.3%+6.7pp |
| Annual return | 15.41% | 83.50%-68.1pp | 555.15%-539.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $2,145 | $3,951-45.7% | $6,162-65.2% | $2,405-10.8% |
| Participant deferral / active EE | $3,617 | $6,437-43.8% | $8,221-56.0% | $4,131-12.4% |
| Admin fee / account holder | $19 | $189-89.9% | $12,045-99.8% | $170-88.8% |