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 8-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 | $155,902 |
Service code 27 777 MARINERS ISLAND BLVD · SAN MATEO, CA 94404 | Advisory (Plan) | $88,857 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,951 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,962 | $56,467-27.5% | $95,585-57.1% | $102,872-60.2% |
| Participation rate | 90.4% | 62.1%+28.4pp | 72.1%+18.4pp | 73.0%+17.4pp |
| Annual return | 44.91% | 17.94%+27.0pp | 38.56%+6.4pp | 19.06%+25.9pp |
| Employer contribution / active EE | $2,031 | $1,216+67.0% | $2,527-19.6% | $3,526-42.4% |
| Participant deferral / active EE | $8,699 | $3,007+189.3% | $4,023+116.3% | $5,535+57.2% |
| Admin fee / account holder | $118 | $112+4.9% | $6,127-98.1% | $292-59.7% |