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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,839 | $119,446+65.6% | $150,045+31.9% | $85,563+131.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 17.27% | 23.72%-6.5pp | 62.55%-45.3pp | 31.51%-14.2pp |
| Employer contribution / active EE | $5,263 | $4,078+29.1% | $4,693+12.1% | $2,654+98.3% |
| Participant deferral / active EE | $13,617 | $7,985+70.5% | $7,997+70.3% | $4,375+211.2% |
| Admin fee / account holder | $13 | $548-97.7% | $13,435-99.9% | $834-98.5% |