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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,511 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,608 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,451 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,369 | $55,415+492.6% | $155,509+111.2% | $74,495+340.8% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 16.59% | 268.50%-251.9pp | 64.67%-48.1pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $13,992 | $2,267+517.2% | $4,672+199.5% | $2,623+433.4% |
| Participant deferral / active EE | $10,686 | $2,836+276.8% | $5,626+89.9% | $4,346+145.9% |
| Admin fee / account holder | $465 | $1,738-73.2% | $15,912-97.1% | $1,942-76.0% |