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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,636 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,092 |
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 | $87,379 | $80,673+8.3% | $101,326-13.8% | $84,808+3.0% |
| Participation rate | 95.6% | 77.8%+17.8pp | 81.5%+14.1pp | 68.3%+27.3pp |
| Annual return | 18.23% | 38.95%-20.7pp | 36.82%-18.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,462 | $2,698+28.3% | $3,665-5.6% | $2,631+31.6% |
| Participant deferral / active EE | $17,287 | $6,840+152.7% | $7,994+116.2% | $4,212+310.5% |
| Admin fee / account holder | $246 | $12,784-98.1% | $11,185-97.8% | $7,344-96.6% |