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 | $18,829 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,380 | $98,727+7.8% | $113,168-6.0% | $85,563+24.3% |
| Participation rate | 76.9% | 80.8%-3.9pp | 76.6%+0.3pp | 66.0%+10.9pp |
| Annual return | 21.69% | 17.43%+4.3pp | 24.27%-2.6pp | 31.51%-9.8pp |
| Employer contribution / active EE | $3,527 | $2,907+21.3% | $2,975+18.5% | $2,654+32.9% |
| Participant deferral / active EE | $7,872 | $5,424+45.1% | $5,107+54.1% | $4,375+79.9% |
| Admin fee / account holder | $52 | $357-85.5% | $12,068-99.6% | $834-93.8% |