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) | $14,539 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,569 |
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 | $55,448 | $82,202-32.5% | $125,339-55.8% | $64,808-14.4% |
| Participation rate | 93.4% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -15.69% | 3.48%-19.2pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,207 | $3,615-66.6% | $4,814-74.9% | $2,506-51.8% |
| Participant deferral / active EE | $9,664 | $7,175+34.7% | $7,446+29.8% | $4,310+124.2% |
| Admin fee / account holder | $23 | $163-86.0% | $10,010-99.8% | $188-87.8% |