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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 | $24,922 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,449 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,445 | $108,719-5.8% | $101,326+1.1% | $85,563+19.7% |
| Participation rate | 93.7% | 80.9%+12.8pp | 81.5%+12.2pp | 66.0%+27.7pp |
| Annual return | 23.80% | 20.95%+2.8pp | 36.82%-13.0pp | 31.51%-7.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $16,769 | $8,545+96.2% | $7,994+109.8% | $4,375+283.3% |
| Admin fee / account holder | $40 | $685-94.2% | $11,185-99.6% | $834-95.2% |