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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,890 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$18,442 |
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 | $75,418 | $106,028-28.9% | $146,958-48.7% | $77,643-2.9% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 22.43% | 56.73%-34.3pp | 418.34%-395.9pp | 31.24%-8.8pp |
| Employer contribution / active EE | $2,030 | $4,063-50.0% | $4,933-58.8% | $2,726-25.5% |
| Participant deferral / active EE | $12,613 | $7,990+57.9% | $8,070+56.3% | $4,647+171.4% |
| Admin fee / account holder | -$26 | $337-107.8% | $12,998-100.2% | $430-106.1% |