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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,456 |
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 | $109,144 | $82,978+31.5% | $129,995-16.0% | $71,457+52.7% |
| Participation rate | 98.4% | 74.1%+24.3pp | 78.5%+19.9pp | 67.9%+30.5pp |
| Annual return | 15.50% | 20.60%-5.1pp | -137.18%+152.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $6,079 | $2,622+131.9% | $4,320+40.7% | $2,588+134.9% |
| Participant deferral / active EE | $5,372 | $4,432+21.2% | $5,820-7.7% | $4,289+25.3% |
| Admin fee / account holder | $117 | $1,729-93.2% | $10,614-98.9% | $1,587-92.6% |