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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,757 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,719 |
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 | $58,523 | $46,292+26.4% | $143,757-59.3% | $64,808-9.7% |
| Participation rate | 86.1% | 64.2%+21.8pp | 80.3%+5.8pp | 71.5%+14.6pp |
| Annual return | -17.25% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,920 | $1,910+52.9% | $4,951-41.0% | $2,506+16.5% |
| Participant deferral / active EE | $12,722 | $2,646+380.9% | $5,637+125.7% | $4,310+195.1% |
| Admin fee / account holder | $40 | $154-73.9% | $14,673-99.7% | $188-78.6% |