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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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,070 | $145,877-26.6% | $150,045-28.6% | $102,872+4.1% |
| Participation rate | 93.2% | 79.8%+13.4pp | 82.3%+10.9pp | 73.0%+20.2pp |
| Annual return | 25.46% | 21.37%+4.1pp | 62.55%-37.1pp | 19.06%+6.4pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $19,378 | $9,491+104.2% | $7,997+142.3% | $5,535+250.1% |
| Admin fee / account holder | $50 | $176-71.5% | $13,435-99.6% | $292-82.9% |