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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,324 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,852 | $65,435+159.6% | $86,677+96.0% | $66,914+153.8% |
| Participation rate | 92.2% | 75.5%+16.8pp | 76.6%+15.7pp | 69.8%+22.4pp |
| Annual return | -16.73% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,382 | $2,153+57.1% | $2,836+19.2% | $2,544+32.9% |
| Participant deferral / active EE | $6,786 | $4,100+65.5% | $4,656+45.8% | $4,237+60.2% |
| Admin fee / account holder | $132 | $642-79.4% | $7,493-98.2% | $593-77.7% |