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.
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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 ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,048 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,328 | $49,138+41.1% | $84,015-17.5% | $65,185+6.4% |
| Participation rate | 47.9% | 60.7%-12.8pp | 69.0%-21.1pp | 70.2%-22.3pp |
| Annual return | 27.44% | 23.00%+4.4pp | 71.31%-43.9pp | 29.38%-1.9pp |
| Employer contribution / active EE | $1,712 | $914+87.4% | $1,983-13.7% | $2,177-21.3% |
| Participant deferral / active EE | $3,808 | $2,397+58.9% | $3,239+17.6% | $3,514+8.4% |
| Admin fee / account holder | $32 | $543-94.2% | $6,101-99.5% | $847-96.3% |