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) | $7,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,187 |
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 | $126,339 | $185,342-31.8% | $111,297+13.5% | $86,799+45.6% |
| Participation rate | 97.0% | 81.0%+16.1pp | 77.3%+19.7pp | 72.3%+24.8pp |
| Annual return | 16.82% | 500.80%-484.0pp | 54.65%-37.8pp | 97.91%-81.1pp |
| Employer contribution / active EE | $2,396 | $2,246+6.7% | $2,731-12.3% | $2,405-0.4% |
| Participant deferral / active EE | $4,984 | $4,458+11.8% | $4,487+11.1% | $4,131+20.6% |
| Admin fee / account holder | -$9 | $255-103.7% | $7,964-100.1% | $170-105.5% |