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) | $12,734 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$16,382 |
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 | $98,430 | $89,282+10.2% | $94,646+4.0% | $74,419+32.3% |
| Participation rate | 70.5% | 82.4%-12.0pp | 80.8%-10.4pp | 70.7%-0.3pp |
| Annual return | 23.38% | 25.96%-2.6pp | 156.71%-133.3pp | 34.38%-11.0pp |
| Employer contribution / active EE | $1,874 | $3,022-38.0% | $3,672-49.0% | $2,637-29.0% |
| Participant deferral / active EE | $7,875 | $8,425-6.5% | $7,418+6.2% | $4,528+73.9% |
| Admin fee / account holder | -$16 | $219-107.5% | $7,231-100.2% | $348-104.7% |