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 7-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 64 · EIN 04-2647786 | Recordkeeping Fees | $80,251 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,048 |
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 | $101,041 | $88,890+13.7% | $102,423-1.4% | $77,643+30.1% |
| Participation rate | 96.6% | 80.9%+15.7pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 24.85% | 24.98%-0.1pp | 29.32%-4.5pp | 31.24%-6.4pp |
| Employer contribution / active EE | $8,554 | $2,698+217.1% | $3,023+182.9% | $2,726+213.8% |
| Participant deferral / active EE | $11,187 | $5,145+117.4% | $5,053+121.4% | $4,647+140.7% |
| Admin fee / account holder | $142 | $235-39.7% | $9,451-98.5% | $430-67.0% |