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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,115 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $148,770 | $95,274+56.2% | $135,903+9.5% | $74,419+99.9% |
| Participation rate | 85.0% | 78.2%+6.9pp | 81.9%+3.1pp | 70.7%+14.3pp |
| Annual return | 23.10% | 32.77%-9.7pp | 68.23%-45.1pp | 34.38%-11.3pp |
| Employer contribution / active EE | $5,714 | $3,874+47.5% | $4,856+17.7% | $2,637+116.6% |
| Participant deferral / active EE | $11,609 | $7,782+49.2% | $7,758+49.6% | $4,528+156.4% |
| Admin fee / account holder | $10 | $266-96.2% | $10,762-99.9% | $348-97.1% |