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 4-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,148 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,084 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,582 | $106,028-56.1% | $146,958-68.3% | $77,643-40.0% |
| Participation rate | 91.6% | 78.4%+13.2pp | 82.2%+9.5pp | 70.6%+21.0pp |
| Annual return | 23.20% | 56.73%-33.5pp | 418.34%-395.1pp | 31.24%-8.0pp |
| Employer contribution / active EE | $1 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,874 | $7,990+48.6% | $8,070+47.1% | $4,647+155.5% |
| Admin fee / account holder | $34 | $337-89.8% | $12,998-99.7% | $430-92.0% |