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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.
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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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,607 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,713 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,315 | $50,956+57.6% | $96,562-16.8% | $86,799-7.5% |
| Participation rate | 40.9% | 65.2%-24.3pp | 69.8%-28.9pp | 72.3%-31.4pp |
| Annual return | 13.41% | 21.27%-7.9pp | 37.78%-24.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,837 | $2,954-3.9% | $3,849-26.3% | $4,131-31.3% |
| Admin fee / account holder | $23 | $166-86.1% | $6,181-99.6% | $170-86.4% |