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 4-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) | $8,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,156 | $87,870+8.3% | $113,168-15.9% | $74,304+28.1% |
| Participation rate | 97.4% | 70.7%+26.6pp | 76.6%+20.8pp | 60.3%+37.0pp |
| Annual return | 24.91% | 26.44%-1.5pp | 24.27%+0.6pp | 29.43%-4.5pp |
| Employer contribution / active EE | $4,924 | $2,277+116.3% | $2,975+65.5% | $2,241+119.7% |
| Participant deferral / active EE | $10,933 | $4,241+157.8% | $5,107+114.1% | $3,767+190.2% |
| Admin fee / account holder | $50 | $3,368-98.5% | $12,068-99.6% | $2,969-98.3% |