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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $224,886 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,168 |
ARMANINO LLP9+ years Service code 10 · EIN 94-6214841 | Accounting | $23,940 |
Service code 27 · EIN 93-1242462 | Advisory (Plan) | $10,870 |
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 | $104,714 | $107,459-2.6% | $135,903-22.9% | $80,160+30.6% |
| Participation rate | 97.2% | 78.0%+19.2pp | 81.9%+15.3pp | 72.9%+24.3pp |
| Annual return | 23.69% | 91.91%-68.2pp | 68.23%-44.5pp | 40.38%-16.7pp |
| Employer contribution / active EE | $2,979 | $3,877-23.2% | $4,856-38.7% | $2,9780% |
| Participant deferral / active EE | $12,228 | $8,195+49.2% | $7,758+57.6% | $5,017+143.7% |
| Admin fee / account holder | $48 | $127-62.4% | $10,762-99.6% | $145-67.0% |