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) | $7,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,186 | $56,317+5.1% | $71,209-16.9% | $74,304-20.3% |
| Participation rate | 98.1% | 55.1%+43.0pp | 73.8%+24.4pp | 60.3%+37.8pp |
| Annual return | 15.55% | 42.83%-27.3pp | 282.51%-267.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,005 | $2,160+131.7% | $2,721+83.9% | $2,241+123.3% |
| Participant deferral / active EE | $8,517 | $2,788+205.5% | $4,175+104.0% | $3,767+126.1% |
| Admin fee / account holder | $36 | $2,290-98.4% | $5,349-99.3% | $2,969-98.8% |