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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,219 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $625 |
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 | $69,565 | $78,485-11.4% | $106,213-34.5% | $74,495-6.6% |
| Participation rate | 82.3% | 72.8%+9.5pp | 75.3%+7.0pp | 67.2%+15.1pp |
| Annual return | 31.77% | 15.95%+15.8pp | 116.14%-84.4pp | 1364.94%-1333.2pp |
| Employer contribution / active EE | $5,891 | $2,523+133.5% | $3,171+85.7% | $2,623+124.6% |
| Participant deferral / active EE | $14,579 | $4,322+237.3% | $5,016+190.6% | $4,346+235.5% |
| Admin fee / account holder | $206 | $2,232-90.8% | $11,033-98.1% | $1,942-89.4% |