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 4-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 | $81,483 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $41,180 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,906 | $89,178-54.1% | $91,541-55.3% | $102,872-60.2% |
| Participation rate | 53.0% | 79.7%-26.6pp | 69.8%-16.8pp | 73.0%-20.0pp |
| Annual return | 20.66% | 14.52%+6.1pp | 20.50%+0.2pp | 19.06%+1.6pp |
| Employer contribution / active EE | $1,506 | $3,455-56.4% | $2,505-39.9% | $3,526-57.3% |
| Participant deferral / active EE | $2,574 | $4,657-44.7% | $4,008-35.8% | $5,535-53.5% |
| Admin fee / account holder | $130 | $134-3.3% | $6,956-98.1% | $292-55.6% |