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 8-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) | $13,851 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,278 |
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 | $148,531 | $91,407+62.5% | $135,903+9.3% | $71,457+107.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.61% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $14,332 | $3,703+287.0% | $4,856+195.1% | $2,588+453.9% |
| Participant deferral / active EE | $8,121 | $7,092+14.5% | $7,758+4.7% | $4,289+89.4% |
| Admin fee / account holder | $56 | $1,266-95.6% | $10,762-99.5% | $1,587-96.5% |