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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,001 | $91,372+41.2% | $129,995-0.8% | $74,419+73.3% |
| Participation rate | 95.7% | 77.8%+17.9pp | 78.5%+17.2pp | 70.7%+25.0pp |
| Annual return | 21.65% | 23.21%-1.6pp | -137.18%+158.8pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,488 | $2,563-42.0% | $4,320-65.6% | $2,637-43.6% |
| Participant deferral / active EE | $6,668 | $4,721+41.3% | $5,820+14.6% | $4,528+47.3% |
| Admin fee / account holder | $37 | $283-87.0% | $10,614-99.7% | $348-89.4% |