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 8-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $41,645 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,048 | $66,098+205.7% | $101,794+98.5% | $74,304+171.9% |
| Participation rate | 93.7% | 53.8%+39.9pp | 69.2%+24.5pp | 60.3%+33.3pp |
| Annual return | 15.73% | 19.59%-3.9pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,747 | $1,082+246.4% | $2,289+63.7% | $2,241+67.2% |
| Participant deferral / active EE | $5,713 | $2,781+105.4% | $4,084+39.9% | $3,767+51.6% |
| Admin fee / account holder | $288 | $4,146-93.1% | $8,777-96.7% | $2,969-90.3% |