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 6-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) | $163,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$285,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,255 | $145,516-28.4% | $184,203-43.4% | $99,062+5.2% |
| Participation rate | 95.6% | 90.3%+5.3pp | 86.8%+8.8pp | 71.6%+24.0pp |
| Annual return | 15.16% | 21.23%-6.1pp | 28.81%-13.7pp | 17.66%-2.5pp |
| Employer contribution / active EE | $3,855 | $5,354-28.0% | $6,427-40.0% | $3,262+18.2% |
| Participant deferral / active EE | $6,236 | $8,423-26.0% | $9,131-31.7% | $5,331+17.0% |
| Admin fee / account holder | -$16 | $78-120.5% | $13,901-100.1% | $109-114.6% |