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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,072 | $82,274+163.8% | $152,466+42.4% | $79,386+173.4% |
| Participation rate | 99.2% | 76.4%+22.8pp | 78.2%+21.0pp | 70.7%+28.5pp |
| Annual return | 19.58% | 7959.84%-7940.3pp | 757.33%-737.7pp | 116.85%-97.3pp |
| Employer contribution / active EE | $3,808 | $3,613+5.4% | $4,327-12.0% | $2,427+56.9% |
| Participant deferral / active EE | $8,647 | $4,969+74.0% | $5,820+48.6% | $4,046+113.7% |
| Admin fee / account holder | $60 | $632-90.5% | $15,805-99.6% | $626-90.4% |