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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,221 | $92,971+139.0% | $96,683+129.8% | $74,419+198.6% |
| Participation rate | 95.0% | 71.5%+23.4pp | 74.3%+20.6pp | 70.7%+24.3pp |
| Annual return | 25.07% | 37.49%-12.4pp | 35.69%-10.6pp | 34.38%-9.3pp |
| Employer contribution / active EE | $2,567 | $3,426-25.1% | $3,737-31.3% | $2,637-2.7% |
| Participant deferral / active EE | $11,721 | $3,970+195.2% | $4,878+140.3% | $4,528+158.8% |
| Admin fee / account holder | $73 | $633-88.4% | $6,730-98.9% | $348-79.0% |