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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,813 |
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 | $133,295 | $87,125+53.0% | $108,410+23.0% | $86,799+53.6% |
| Participation rate | 93.2% | 80.5%+12.6pp | 80.1%+13.1pp | 72.3%+20.9pp |
| Annual return | 16.17% | 25.21%-9.0pp | 905.27%-889.1pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,621 | $2,477-34.6% | $3,558-54.4% | $2,405-32.6% |
| Participant deferral / active EE | $6,151 | $6,944-11.4% | $6,563-6.3% | $4,131+48.9% |
| Admin fee / account holder | $36 | $130-72.3% | $7,295-99.5% | $170-78.7% |