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) | $23,686 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,977 | $53,345+3.1% | $121,098-54.6% | $74,419-26.1% |
| Participation rate | 43.6% | 60.0%-16.4pp | 69.5%-25.9pp | 70.7%-27.1pp |
| Annual return | 22.84% | 35.15%-12.3pp | 985.75%-962.9pp | 34.38%-11.5pp |
| Employer contribution / active EE | $854 | $1,898-55.0% | $4,164-79.5% | $2,637-67.6% |
| Participant deferral / active EE | $2,289 | $3,221-28.9% | $4,080-43.9% | $4,528-49.5% |
| Admin fee / account holder | $47 | $382-87.7% | $5,644-99.2% | $348-86.5% |