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 5-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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,984 |
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 | $167,044 | $89,808+86.0% | $100,391+66.4% | $77,643+115.1% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 18.86% | 20.62%-1.8pp | 49.20%-30.3pp | 31.24%-12.4pp |
| Employer contribution / active EE | $7,162 | $3,039+135.7% | $3,942+81.7% | $2,726+162.8% |
| Participant deferral / active EE | $18,654 | $8,284+125.2% | $8,082+130.8% | $4,647+301.4% |
| Admin fee / account holder | -$1 | $174-100.7% | $7,899-100.0% | $430-100.3% |