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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,822 | $78,485+197.9% | $106,213+120.1% | $74,495+213.9% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 15.81% | 15.95%-0.1pp | 116.14%-100.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $10,448 | $2,523+314.2% | $3,171+229.4% | $2,623+298.3% |
| Participant deferral / active EE | $9,817 | $4,322+127.1% | $5,016+95.7% | $4,346+125.9% |
| Admin fee / account holder | $87 | $2,232-96.1% | $11,033-99.2% | $1,942-95.5% |