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) | $40,008 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,279 |
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 | $198,785 | $47,126+321.8% | $149,673+32.8% | $74,419+167.1% |
| Participation rate | 83.4% | 63.4%+20.0pp | 78.8%+4.7pp | 70.7%+12.7pp |
| Annual return | 27.92% | 22.75%+5.2pp | 134.42%-106.5pp | 34.38%-6.5pp |
| Employer contribution / active EE | $16,804 | $1,905+782.0% | $4,818+248.8% | $2,637+537.2% |
| Participant deferral / active EE | $17,884 | $2,728+555.6% | $5,680+214.9% | $4,528+295.0% |
| Admin fee / account holder | $187 | $343-45.3% | $13,210-98.6% | $348-46.1% |