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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.
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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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,993 | $81,908-25.5% | $90,749-32.8% | $64,808-5.9% |
| Participation rate | 94.3% | 80.5%+13.8pp | 75.7%+18.6pp | 71.5%+22.8pp |
| Annual return | -14.94% | -12.53%-2.4pp | -12.16%-2.8pp | 32.82%-47.8pp |
| Employer contribution / active EE | $266 | $3,065-91.3% | $2,921-90.9% | $2,506-89.4% |
| Participant deferral / active EE | $3,708 | $4,840-23.4% | $4,564-18.8% | $4,310-14.0% |
| Admin fee / account holder | $32 | $157-79.8% | $8,445-99.6% | $188-83.1% |