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 42-1445429 | Advisory (Plan) | $117,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,892 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,282 |
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 | $49,848 | $100,227-50.3% | $169,993-70.7% | $74,419-33.0% |
| Participation rate | 94.2% | 87.3%+6.8pp | 87.0%+7.2pp | 70.7%+23.4pp |
| Annual return | 28.90% | 66.08%-37.2pp | 53.37%-24.5pp | 34.38%-5.5pp |
| Employer contribution / active EE | $2,915 | $4,263-31.6% | $6,785-57.0% | $2,637+10.5% |
| Participant deferral / active EE | $7,335 | $7,143+2.7% | $10,408-29.5% | $4,528+62.0% |
| Admin fee / account holder | $216 | $234-8.0% | $12,815-98.3% | $348-38.0% |