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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,287 |
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 | $101,241 | $93,131+8.7% | $106,548-5.0% | $86,799+16.6% |
| Participation rate | 96.9% | 81.4%+15.4pp | 76.1%+20.7pp | 72.3%+24.6pp |
| Annual return | 17.57% | 19.45%-1.9pp | 26.80%-9.2pp | 97.91%-80.3pp |
| Employer contribution / active EE | $7,466 | $2,895+157.9% | $2,819+164.9% | $2,405+210.4% |
| Participant deferral / active EE | $9,803 | $4,708+108.2% | $4,398+122.9% | $4,131+137.3% |
| Admin fee / account holder | $33 | $145-77.4% | $7,407-99.6% | $170-80.7% |