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) | $19,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,429 |
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 | $110,401 | $47,126+134.3% | $149,673-26.2% | $74,419+48.4% |
| Participation rate | 74.1% | 63.4%+10.7pp | 78.8%-4.6pp | 70.7%+3.4pp |
| Annual return | 17.44% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,715 | $1,905-10.0% | $4,818-64.4% | $2,637-35.0% |
| Participant deferral / active EE | $7,733 | $2,728+183.5% | $5,680+36.1% | $4,528+70.8% |
| Admin fee / account holder | -$23 | $343-106.8% | $13,210-100.2% | $348-106.7% |