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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,541 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,343 | $61,058+48.0% | $71,209+26.9% | $85,563+5.6% |
| Participation rate | 72.7% | 58.6%+14.1pp | 73.8%-1.1pp | 66.0%+6.7pp |
| Annual return | 21.48% | 100.41%-78.9pp | 282.51%-261.0pp | 31.51%-10.0pp |
| Employer contribution / active EE | $3,056 | $2,199+39.0% | $2,721+12.3% | $2,654+15.2% |
| Participant deferral / active EE | $11,941 | $3,173+276.3% | $4,175+186.0% | $4,375+172.9% |
| Admin fee / account holder | $177 | $855-79.3% | $5,349-96.7% | $834-78.8% |