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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,433 |
Filed as: ONEDIGITAL Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,668 |
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 | $143,598 | $93,131+54.2% | $106,548+34.8% | $86,799+65.4% |
| Participation rate | 99.6% | 81.4%+18.2pp | 76.1%+23.5pp | 72.3%+27.4pp |
| Annual return | 13.13% | 19.45%-6.3pp | 26.80%-13.7pp | 97.91%-84.8pp |
| Employer contribution / active EE | $4,594 | $2,895+58.6% | $2,819+63.0% | $2,405+91.0% |
| Participant deferral / active EE | $7,460 | $4,708+58.5% | $4,398+69.6% | $4,131+80.6% |
| Admin fee / account holder | $66 | $145-54.3% | $7,407-99.1% | $170-60.9% |