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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,026 | $91,407-20.1% | $135,903-46.3% | $71,457+2.2% |
| Participation rate | 87.4% | 75.7%+11.8pp | 81.9%+5.5pp | 67.9%+19.5pp |
| Annual return | 24.50% | 29.90%-5.4pp | 68.23%-43.7pp | 28.85%-4.3pp |
| Employer contribution / active EE | $4,016 | $3,703+8.4% | $4,856-17.3% | $2,588+55.2% |
| Participant deferral / active EE | $8,763 | $7,092+23.6% | $7,758+13.0% | $4,289+104.3% |
| Admin fee / account holder | $46 | $1,266-96.4% | $10,762-99.6% | $1,587-97.1% |