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) | $6,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,806 | $80,724+58.3% | $103,333+23.7% | $74,495+71.6% |
| Participation rate | 86.1% | 65.7%+20.5pp | 74.5%+11.6pp | 67.2%+18.9pp |
| Annual return | 14.60% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,644 | $3,157-47.9% | $3,868-57.5% | $2,623-37.3% |
| Participant deferral / active EE | $8,740 | $3,860+126.4% | $5,057+72.8% | $4,346+101.1% |
| Admin fee / account holder | $40 | $2,368-98.3% | $8,355-99.5% | $1,942-97.9% |