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 9-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 | $54,931 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,522 | $56,767+10.1% | $101,794-38.6% | $85,563-26.9% |
| Participation rate | 85.3% | 57.6%+27.7pp | 69.2%+16.1pp | 66.0%+19.3pp |
| Annual return | 17.81% | 17.76%0pp | 30.53%-12.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,053 | $1,112-5.3% | $2,289-54.0% | $2,654-60.3% |
| Participant deferral / active EE | $4,249 | $2,720+56.2% | $4,084+4.0% | $4,375-2.9% |
| Admin fee / account holder | $142 | $1,098-87.1% | $8,777-98.4% | $834-83.0% |