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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $57,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,499 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,520 |
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 | $72,569 | $95,274-23.8% | $135,903-46.6% | $74,419-2.5% |
| Participation rate | 97.0% | 78.2%+18.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 31.40% | 32.77%-1.4pp | 68.23%-36.8pp | 34.38%-3.0pp |
| Employer contribution / active EE | $9,767 | $3,874+152.1% | $4,856+101.1% | $2,637+270.3% |
| Participant deferral / active EE | $16,715 | $7,782+114.8% | $7,758+115.5% | $4,528+269.1% |
| Admin fee / account holder | $203 | $266-23.8% | $10,762-98.1% | $348-41.7% |