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 61-1758632 | Advisory (Plan) | $25,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,087 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,293 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,165 | $87,870+109.6% | $113,168+62.7% | $74,304+147.9% |
| Participation rate | 70.0% | 70.7%-0.7pp | 76.6%-6.6pp | 60.3%+9.7pp |
| Annual return | 15.58% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,184 | $2,277-4.1% | $2,975-26.6% | $2,241-2.5% |
| Participant deferral / active EE | $9,259 | $4,241+118.3% | $5,107+81.3% | $3,767+145.8% |
| Admin fee / account holder | $345 | $3,368-89.8% | $12,068-97.1% | $2,969-88.4% |