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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,935 |
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 | $53,766 | $86,655-38.0% | $119,609-55.0% | $66,914-19.7% |
| Participation rate | 97.9% | 75.6%+22.4pp | 79.3%+18.7pp | 69.8%+28.1pp |
| Annual return | -14.79% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,586 | $2,536-37.5% | $4,232-62.5% | $2,544-37.7% |
| Participant deferral / active EE | $4,798 | $4,358+10.1% | $5,602-14.4% | $4,237+13.2% |
| Admin fee / account holder | $31 | $755-95.9% | $10,323-99.7% | $593-94.8% |