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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,841 | $65,435+95.4% | $86,677+47.5% | $66,914+91.1% |
| Participation rate | 79.6% | 75.5%+4.1pp | 76.6%+3.0pp | 69.8%+9.8pp |
| Annual return | -17.34% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,903 | $2,153+34.8% | $2,836+2.4% | $2,544+14.1% |
| Participant deferral / active EE | $6,100 | $4,100+48.8% | $4,656+31.0% | $4,237+44.0% |
| Admin fee / account holder | $34 | $642-94.7% | $7,493-99.5% | $593-94.3% |