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) | $6,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,596 | $119,446-9.1% | $150,045-27.6% | $85,563+26.9% |
| Participation rate | 98.2% | 75.4%+22.8pp | 82.3%+15.9pp | 66.0%+32.3pp |
| Annual return | 45.02% | 23.72%+21.3pp | 62.55%-17.5pp | 31.51%+13.5pp |
| Employer contribution / active EE | $6,456 | $4,078+58.3% | $4,693+37.6% | $2,654+143.3% |
| Participant deferral / active EE | $18,830 | $7,985+135.8% | $7,997+135.5% | $4,375+330.4% |
| Admin fee / account holder | $23 | $548-95.7% | $13,435-99.8% | $834-97.2% |