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) | $8,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,937 |
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 | $62,923 | $84,487-25.5% | $125,339-49.8% | $66,914-6.0% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.5pp | 69.8%+17.0pp |
| Annual return | -20.69% | -8.39%-12.3pp | 572.05%-592.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $2,079 | $3,553-41.5% | $4,814-56.8% | $2,544-18.3% |
| Participant deferral / active EE | $7,583 | $6,781+11.8% | $7,446+1.8% | $4,237+79.0% |
| Admin fee / account holder | $66 | $685-90.4% | $10,010-99.3% | $593-88.9% |