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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $78,663 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,088 |
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 | $177,311 | $100,227+76.9% | $169,993+4.3% | $74,419+138.3% |
| Participation rate | 96.0% | 87.3%+8.7pp | 87.0%+9.0pp | 70.7%+25.2pp |
| Annual return | 24.92% | 66.08%-41.2pp | 53.37%-28.5pp | 34.38%-9.5pp |
| Employer contribution / active EE | $10,199 | $4,263+139.2% | $6,785+50.3% | $2,637+286.7% |
| Participant deferral / active EE | $13,544 | $7,143+89.6% | $10,408+30.1% | $4,528+199.1% |
| Admin fee / account holder | $105 | $234-55.1% | $12,815-99.2% | $348-69.7% |