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 10-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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,725 |
RUDD & COMPANY PLLC1 year Filed as: RUDD & COMPANY, PLLC Service code 10 · EIN 82-0467399 | Accounting | $18,119 |
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 | $161,250 | $130,655+23.4% | $93,789+71.9% | $64,808+148.8% |
| Participation rate | 92.0% | 84.9%+7.1pp | 81.0%+11.0pp | 71.5%+20.5pp |
| Annual return | -14.63% | -14.04%-0.6pp | -11.33%-3.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $4,662 | $5,594-16.7% | $4,323+7.9% | $2,506+86.0% |
| Participant deferral / active EE | $11,459 | $8,067+42.1% | $6,094+88.0% | $4,310+165.9% |
| Admin fee / account holder | $142 | $140+1.4% | $7,195-98.0% | $188-24.3% |