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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,003 | $79,428+208.5% | $106,548+129.9% | $79,386+208.6% |
| Participation rate | 99.3% | 74.1%+25.2pp | 76.1%+23.2pp | 70.7%+28.6pp |
| Annual return | 14.68% | 18.27%-3.6pp | 26.80%-12.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $4,974 | $2,234+122.7% | $2,819+76.5% | $2,427+104.9% |
| Participant deferral / active EE | $10,788 | $3,823+182.2% | $4,398+145.3% | $4,046+166.7% |
| Admin fee / account holder | -$35 | $523-106.8% | $7,407-100.5% | $626-105.7% |