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) | $10,533 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,192 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,245 | $100,923+209.4% | $150,045+108.1% | $74,304+320.2% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.3%+8.0pp | 60.3%+30.0pp |
| Annual return | 17.06% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $10,542 | $3,463+204.4% | $4,693+124.6% | $2,241+370.4% |
| Participant deferral / active EE | $9,235 | $6,709+37.6% | $7,997+15.5% | $3,767+145.1% |
| Admin fee / account holder | $50 | $2,767-98.2% | $13,435-99.6% | $2,969-98.3% |