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 7-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) | $11,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,443 | $87,870+58.7% | $113,168+23.2% | $74,304+87.7% |
| Participation rate | 95.0% | 70.7%+24.2pp | 76.6%+18.4pp | 60.3%+34.6pp |
| Annual return | 19.84% | 26.44%-6.6pp | 24.27%-4.4pp | 29.43%-9.6pp |
| Employer contribution / active EE | $11,969 | $2,277+425.6% | $2,975+302.3% | $2,241+434.0% |
| Participant deferral / active EE | $22,690 | $4,241+435.0% | $5,107+344.3% | $3,767+502.3% |
| Admin fee / account holder | $79 | $3,368-97.6% | $12,068-99.3% | $2,969-97.3% |