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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,045 |
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 | $78,002 | $59,263+31.6% | $96,562-19.2% | $79,386-1.7% |
| Participation rate | 92.2% | 61.9%+30.3pp | 69.8%+22.4pp | 70.7%+21.5pp |
| Annual return | 12.25% | 27.07%-14.8pp | 37.78%-25.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $548 | $1,216-54.9% | $2,356-76.7% | $2,427-77.4% |
| Participant deferral / active EE | $3,617 | $2,948+22.7% | $3,849-6.0% | $4,046-10.6% |
| Admin fee / account holder | $216 | $658-67.2% | $6,181-96.5% | $626-65.5% |