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 7-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,061 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,163 |
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 | $111,526 | $79,171+40.9% | $102,423+8.9% | $74,495+49.7% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 18.12% | 54.93%-36.8pp | 29.32%-11.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $9,717 | $2,362+311.3% | $3,023+221.4% | $2,623+270.5% |
| Participant deferral / active EE | $17,952 | $4,415+306.6% | $5,053+255.3% | $4,346+313.1% |
| Admin fee / account holder | $49 | $2,001-97.6% | $9,451-99.5% | $1,942-97.5% |