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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,590 | $127,481-25.8% | $149,696-36.8% | $90,288+4.8% |
| Participation rate | 51.0% | 78.2%-27.2pp | 82.5%-31.5pp | 73.4%-22.3pp |
| Annual return | 20.28% | 57.78%-37.5pp | 276.60%-256.3pp | 53.97%-33.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,082 | $6,975+1.5% | $6,842+3.5% | $4,232+67.3% |
| Admin fee / account holder | $38 | $152-75.0% | $9,309-99.6% | $114-66.8% |