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 5-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 | $44,171 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $31,851 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,487 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,731 | $98,727-73.9% | $113,168-77.3% | $85,563-69.9% |
| Participation rate | 93.7% | 80.8%+12.9pp | 76.6%+17.2pp | 66.0%+27.8pp |
| Annual return | 14.51% | 17.43%-2.9pp | 24.27%-9.8pp | 31.51%-17.0pp |
| Employer contribution / active EE | $1,564 | $2,907-46.2% | $2,975-47.4% | $2,654-41.0% |
| Participant deferral / active EE | $2,681 | $5,424-50.6% | $5,107-47.5% | $4,375-38.7% |
| Admin fee / account holder | $143 | $357-59.9% | $12,068-98.8% | $834-82.9% |