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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,068 | $49,915+607.3% | $154,803+128.1% | $74,304+375.2% |
| Participation rate | 85.3% | 54.0%+31.4pp | 78.1%+7.3pp | 60.3%+25.0pp |
| Annual return | 22.30% | 34.06%-11.8pp | 58.88%-36.6pp | 29.43%-7.1pp |
| Employer contribution / active EE | $13,899 | $1,611+762.6% | $4,305+222.8% | $2,241+520.2% |
| Participant deferral / active EE | $19,155 | $2,255+749.5% | $5,540+245.7% | $3,767+408.4% |
| Admin fee / account holder | $131 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |