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 3-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 |
|---|---|---|
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $10,143 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,841 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,421 | $79,171-19.9% | $102,423-38.1% | $74,495-14.9% |
| Participation rate | 68.2% | 74.8%-6.6pp | 76.5%-8.3pp | 67.2%+1.0pp |
| Annual return | 14.64% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,934 | $2,362+66.5% | $3,023+30.1% | $2,623+50.0% |
| Participant deferral / active EE | $5,312 | $4,415+20.3% | $5,053+5.1% | $4,346+22.2% |
| Admin fee / account holder | $100 | $2,001-95.0% | $9,451-98.9% | $1,942-94.9% |