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) | $23,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,572 | $82,202+39.4% | $125,339-8.6% | $64,808+76.8% |
| Participation rate | 96.8% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -12.93% | 3.48%-16.4pp | 572.05%-585.0pp | 32.82%-45.7pp |
| Employer contribution / active EE | $4,595 | $3,615+27.1% | $4,814-4.5% | $2,506+83.4% |
| Participant deferral / active EE | $7,971 | $7,175+11.1% | $7,446+7.0% | $4,310+84.9% |
| Admin fee / account holder | -$21 | $163-113.1% | $10,010-100.2% | $188-111.4% |