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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,464 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,970 |
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 | $108,185 | $56,485+91.5% | $185,823-41.8% | $86,799+24.6% |
| Participation rate | 74.0% | 65.5%+8.5pp | 81.7%-7.7pp | 72.3%+1.7pp |
| Annual return | 12.79% | 118.04%-105.2pp | 122.05%-109.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,756 | $1,843-4.7% | $5,167-66.0% | $2,405-27.0% |
| Participant deferral / active EE | $6,402 | $2,553+150.7% | $5,568+15.0% | $4,131+55.0% |
| Admin fee / account holder | -$24 | $150-116.3% | $16,237-100.1% | $170-114.4% |