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 9-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,387 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,879 |
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 | $76,886 | $41,647+84.6% | $96,139-20.0% | $86,799-11.4% |
| Participation rate | 96.9% | 50.2%+46.7pp | 68.4%+28.5pp | 72.3%+24.7pp |
| Annual return | 14.19% | 27.24%-13.1pp | 191.94%-177.8pp | 97.91%-83.7pp |
| Employer contribution / active EE | $3,239 | $1,318+145.9% | $2,797+15.8% | $2,405+34.7% |
| Participant deferral / active EE | $5,517 | $2,412+128.7% | $4,349+26.9% | $4,131+33.5% |
| Admin fee / account holder | $46 | $169-72.7% | $5,537-99.2% | $170-72.7% |