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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,276 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,672 | $61,058-44.9% | $71,209-52.7% | $85,563-60.6% |
| Participation rate | 89.1% | 58.6%+30.5pp | 73.8%+15.4pp | 66.0%+23.1pp |
| Annual return | 19.57% | 100.41%-80.8pp | 282.51%-262.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $2,923 | $2,199+32.9% | $2,721+7.4% | $2,654+10.1% |
| Participant deferral / active EE | $6,334 | $3,173+99.6% | $4,175+51.7% | $4,375+44.8% |
| Admin fee / account holder | $117 | $855-86.3% | $5,349-97.8% | $834-86.0% |