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 9-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) | $23,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,013 |
Annual investment return 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 | $115,140 | $71,142+61.8% | $119,609-3.7% | $64,808+77.7% |
| Participation rate | 95.2% | 78.6%+16.6pp | 79.3%+16.0pp | 71.5%+23.8pp |
| Annual return | -18.19% | -10.01%-8.2pp | -14.97%-3.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,339 | $2,497-46.4% | $4,232-68.4% | $2,506-46.6% |
| Participant deferral / active EE | $6,075 | $4,490+35.3% | $5,602+8.4% | $4,310+40.9% |
| Admin fee / account holder | $45 | $162-72.0% | $10,323-99.6% | $188-75.9% |