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) | $24,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,559 | $61,058+163.0% | $71,209+125.5% | $85,563+87.7% |
| Participation rate | 98.7% | 58.6%+40.1pp | 73.8%+24.9pp | 66.0%+32.7pp |
| Annual return | 19.76% | 100.41%-80.6pp | 282.51%-262.7pp | 31.51%-11.8pp |
| Employer contribution / active EE | $7,579 | $2,199+244.7% | $2,721+178.5% | $2,654+185.6% |
| Participant deferral / active EE | $13,095 | $3,173+312.7% | $4,175+213.6% | $4,375+199.3% |
| Admin fee / account holder | -$4 | $855-100.5% | $5,349-100.1% | $834-100.5% |