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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,789 |
BERRY DUNN6 years Service code 10 · EIN 01-0523282 | Accounting | $10,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,273 |
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 | $107,446 | $89,808+19.6% | $100,391+7.0% | $77,643+38.4% |
| Participation rate | 74.3% | 81.2%-6.9pp | 81.5%-7.1pp | 70.6%+3.8pp |
| Annual return | 17.23% | 20.62%-3.4pp | 49.20%-32.0pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,134 | $3,039-29.8% | $3,942-45.9% | $2,726-21.7% |
| Participant deferral / active EE | $8,012 | $8,284-3.3% | $8,082-0.9% | $4,647+72.4% |
| Admin fee / account holder | $28 | $174-84.2% | $7,899-99.7% | $430-93.6% |