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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $297,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$330,323 |
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 | $236,784 | $107,459+120.3% | $135,903+74.2% | $80,160+195.4% |
| Participation rate | 99.3% | 78.0%+21.3pp | 81.9%+17.4pp | 72.9%+26.4pp |
| Annual return | 19.14% | 91.91%-72.8pp | 68.23%-49.1pp | 40.38%-21.2pp |
| Employer contribution / active EE | $5,898 | $3,877+52.1% | $4,856+21.5% | $2,978+98.1% |
| Participant deferral / active EE | $12,748 | $8,195+55.6% | $7,758+64.3% | $5,017+154.1% |
| Admin fee / account holder | $62 | $127-50.9% | $10,762-99.4% | $145-57.0% |