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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,319 |
FRAZIER & DEETER, LLC4 years Filed as: FRAZIER AND DEETER Service code 10 · EIN 58-1433845 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,325 | $52,626+39.3% | $98,442-25.5% | $93,030-21.2% |
| Participation rate | 94.3% | 65.3%+29.0pp | 73.3%+21.0pp | 73.9%+20.4pp |
| Annual return | 14.52% | 16.95%-2.4pp | 1492.73%-1478.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $2,699 | $1,894+42.5% | $2,960-8.8% | $2,706-0.3% |
| Participant deferral / active EE | $3,644 | $2,907+25.4% | $4,276-14.8% | $4,562-20.1% |
| Admin fee / account holder | $21 | $102-79.1% | $5,949-99.6% | $152-85.9% |