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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,561 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$30,500 |
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 | $149,497 | $86,897+72.0% | $151,611-1.4% | $64,808+130.7% |
| Participation rate | 92.7% | 87.3%+5.4pp | 87.5%+5.2pp | 71.5%+21.2pp |
| Annual return | -14.36% | -3.57%-10.8pp | 3.33%-17.7pp | 32.82%-47.2pp |
| Employer contribution / active EE | $8,269 | $4,010+106.2% | $6,166+34.1% | $2,506+230.0% |
| Participant deferral / active EE | $11,458 | $6,690+71.3% | $8,363+37.0% | $4,310+165.8% |
| Admin fee / account holder | -$6 | $153-103.6% | $11,616-100.0% | $188-103.0% |