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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,713 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $47,556 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,745 |
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 | $53,666 | $59,623-10.0% | $95,585-43.9% | $85,563-37.3% |
| Participation rate | 92.6% | 57.2%+35.4pp | 72.1%+20.5pp | 66.0%+26.6pp |
| Annual return | 16.30% | 18.22%-1.9pp | 38.56%-22.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $3,110 | $1,669+86.3% | $2,527+23.1% | $2,654+17.2% |
| Participant deferral / active EE | $5,710 | $3,357+70.1% | $4,023+41.9% | $4,375+30.5% |
| Admin fee / account holder | $248 | $650-61.9% | $6,127-96.0% | $834-70.3% |