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) | $15,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,903 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,084 | $64,612+129.2% | $86,436+71.3% | $64,808+128.5% |
| Participation rate | 93.0% | 81.5%+11.5pp | 80.3%+12.7pp | 71.5%+21.5pp |
| Annual return | -20.27% | 0.66%-20.9pp | 4394.89%-4415.2pp | 32.82%-53.1pp |
| Employer contribution / active EE | $9,829 | $2,744+258.2% | $3,769+160.8% | $2,506+292.3% |
| Participant deferral / active EE | $13,131 | $7,497+75.2% | $6,952+88.9% | $4,310+204.6% |
| Admin fee / account holder | -$104 | $169-161.7% | $6,731-101.5% | $188-155.5% |