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) | $85,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,391 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,462 |
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 | $91,085 | $106,028-14.1% | $146,958-38.0% | $77,643+17.3% |
| Participation rate | 95.8% | 78.4%+17.4pp | 82.2%+13.7pp | 70.6%+25.2pp |
| Annual return | 21.28% | 56.73%-35.5pp | 418.34%-397.1pp | 31.24%-10.0pp |
| Employer contribution / active EE | $8,941 | $4,063+120.0% | $4,933+81.2% | $2,726+228.0% |
| Participant deferral / active EE | $15,721 | $7,990+96.8% | $8,070+94.8% | $4,647+238.3% |
| Admin fee / account holder | $282 | $337-16.5% | $12,998-97.8% | $430-34.5% |