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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,375 | $82,978+34.2% | $130,231-14.5% | $74,419+49.7% |
| Participation rate | 61.1% | 73.7%-12.6pp | 76.3%-15.2pp | 70.7%-9.7pp |
| Annual return | 19.82% | 123.05%-103.2pp | 38.77%-18.9pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,461 | $3,391-27.4% | $4,126-40.3% | $2,637-6.7% |
| Participant deferral / active EE | $6,173 | $5,370+14.9% | $6,799-9.2% | $4,528+36.3% |
| Admin fee / account holder | $279 | $354-21.2% | $6,020-95.4% | $348-19.8% |