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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,548 | $99,957+53.6% | $149,696+2.6% | $73,488+108.9% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 16.13% | 53.87%-37.7pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $700 | $3,191-78.1% | $4,644-84.9% | $2,270-69.2% |
| Participant deferral / active EE | $9,066 | $6,073+49.3% | $6,842+32.5% | $3,740+142.4% |
| Admin fee / account holder | $77 | $551-86.1% | $9,309-99.2% | $513-85.1% |