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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,621 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,461 | $72,254+169.1% | $86,677+124.4% | $64,808+200.1% |
| Participation rate | 79.9% | 80.4%-0.5pp | 76.6%+3.3pp | 71.5%+8.4pp |
| Annual return | -16.66% | 392.42%-409.1pp | 35.91%-52.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,120 | $2,393+72.2% | $2,836+45.3% | $2,506+64.4% |
| Participant deferral / active EE | $10,189 | $4,658+118.7% | $4,656+118.8% | $4,310+136.4% |
| Admin fee / account holder | $41 | $174-76.5% | $7,493-99.5% | $188-78.3% |