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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,990 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$125 |
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 | $35,781 | $95,274-62.4% | $135,903-73.7% | $74,419-51.9% |
| Participation rate | 92.5% | 78.2%+14.3pp | 81.9%+10.6pp | 70.7%+21.8pp |
| Annual return | 62.96% | 32.77%+30.2pp | 68.23%-5.3pp | 34.38%+28.6pp |
| Employer contribution / active EE | $3 | $3,874-99.9% | $4,856-99.9% | $2,637-99.9% |
| Participant deferral / active EE | $11,477 | $7,782+47.5% | $7,758+47.9% | $4,528+153.5% |
| Admin fee / account holder | $19 | $266-92.7% | $10,762-99.8% | $348-94.4% |