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 5-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) | $15,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,505 | $88,890-8.3% | $102,423-20.4% | $77,643+5.0% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 18.17% | 24.98%-6.8pp | 29.32%-11.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $5,632 | $2,698+108.8% | $3,023+86.3% | $2,726+106.6% |
| Participant deferral / active EE | $11,159 | $5,145+116.9% | $5,053+120.9% | $4,647+140.1% |
| Admin fee / account holder | $26 | $235-89.1% | $9,451-99.7% | $430-94.0% |