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) | $7,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,156 |
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 | $81,885 | $69,477+17.9% | $94,646-13.5% | $71,457+14.6% |
| Participation rate | 94.9% | 78.4%+16.4pp | 80.8%+14.0pp | 67.9%+26.9pp |
| Annual return | 21.03% | 29.66%-8.6pp | 156.71%-135.7pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,569 | $2,853-45.0% | $3,672-57.3% | $2,588-39.4% |
| Participant deferral / active EE | $9,224 | $7,345+25.6% | $7,418+24.3% | $4,289+115.1% |
| Admin fee / account holder | $30 | $1,210-97.5% | $7,231-99.6% | $1,587-98.1% |