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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,853 | $100,801+27.8% | $149,696-13.9% | $73,409+75.5% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.5%+11.0pp | 72.2%+21.3pp |
| Annual return | 37.91% | 265.34%-227.4pp | 276.60%-238.7pp | 59.29%-21.4pp |
| Employer contribution / active EE | $3,555 | $3,312+7.4% | $4,644-23.4% | $2,234+59.2% |
| Participant deferral / active EE | $6,608 | $6,404+3.2% | $6,842-3.4% | $3,805+73.6% |
| Admin fee / account holder | $14 | $181-92.2% | $9,309-99.8% | $158-91.1% |