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) | $12,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,130 | $65,241+56.5% | $126,539-19.3% | $85,563+19.4% |
| Participation rate | 94.6% | 48.6%+46.0pp | 69.8%+24.8pp | 66.0%+28.7pp |
| Annual return | 30.16% | 42.19%-12.0pp | 425.95%-395.8pp | 31.51%-1.4pp |
| Employer contribution / active EE | $8,434 | $1,937+335.4% | $3,674+129.6% | $2,654+217.9% |
| Participant deferral / active EE | $21,113 | $3,032+596.4% | $4,083+417.2% | $4,375+382.6% |
| Admin fee / account holder | $33 | $1,031-96.8% | $6,065-99.4% | $834-96.0% |