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) | $34,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,206 | $119,446-30.3% | $150,045-44.5% | $85,563-2.8% |
| Participation rate | 88.2% | 75.4%+12.8pp | 82.3%+5.9pp | 66.0%+22.3pp |
| Annual return | 22.28% | 23.72%-1.4pp | 62.55%-40.3pp | 31.51%-9.2pp |
| Employer contribution / active EE | $3,556 | $4,078-12.8% | $4,693-24.2% | $2,654+34.0% |
| Participant deferral / active EE | $8,584 | $7,985+7.5% | $7,997+7.3% | $4,375+96.2% |
| Admin fee / account holder | $61 | $548-88.8% | $13,435-99.5% | $834-92.7% |