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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
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 | $108,949 | $76,050+43.3% | $96,544+12.8% | $71,457+52.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 24.79% | 22.81%+2.0pp | 25.84%-1.1pp | 28.85%-4.1pp |
| Employer contribution / active EE | $5,581 | $2,244+148.7% | $2,965+88.2% | $2,588+115.7% |
| Participant deferral / active EE | $5,489 | $4,215+30.2% | $4,851+13.2% | $4,289+28.0% |
| Admin fee / account holder | $56 | $2,707-97.9% | $8,252-99.3% | $1,587-96.5% |