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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,137 | $56,317+324.6% | $71,209+235.8% | $74,304+221.8% |
| Participation rate | 97.5% | 55.1%+42.4pp | 73.8%+23.8pp | 60.3%+37.2pp |
| Annual return | 16.64% | 42.83%-26.2pp | 282.51%-265.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $13,232 | $2,160+512.6% | $2,721+386.3% | $2,241+490.4% |
| Participant deferral / active EE | $16,611 | $2,788+495.8% | $4,175+297.8% | $3,767+340.9% |
| Admin fee / account holder | $71 | $2,290-96.9% | $5,349-98.7% | $2,969-97.6% |