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 9-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) | $19,223 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $100 |
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 | $215,319 | $104,317+106.4% | $159,436+35.1% | $86,799+148.1% |
| Participation rate | 95.8% | 77.7%+18.1pp | 82.8%+13.0pp | 72.3%+23.6pp |
| Annual return | 17.44% | 26.32%-8.9pp | 263.57%-246.1pp | 97.91%-80.5pp |
| Employer contribution / active EE | $3,843 | $3,451+11.4% | $4,829-20.4% | $2,405+59.8% |
| Participant deferral / active EE | $11,541 | $6,837+68.8% | $7,352+57.0% | $4,131+179.4% |
| Admin fee / account holder | $48 | $172-72.0% | $10,799-99.6% | $170-71.6% |