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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,728 | $89,436+57.4% | $164,813-14.6% | $77,643+81.3% |
| Participation rate | 92.2% | 78.6%+13.5pp | 78.6%+13.5pp | 70.6%+21.6pp |
| Annual return | 18.65% | 28.83%-10.2pp | 69.93%-51.3pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,518 | $2,569-40.9% | $4,341-65.0% | $2,726-44.3% |
| Participant deferral / active EE | $6,686 | $4,897+36.5% | $6,031+10.9% | $4,647+43.9% |
| Admin fee / account holder | $31 | $339-90.9% | $12,690-99.8% | $430-92.8% |