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 37 · EIN 04-2647786 | Loan Processing | $44,850 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,384 |
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 | $198,321 | $89,436+121.7% | $164,813+20.3% | $77,643+155.4% |
| Participation rate | 80.2% | 78.6%+1.6pp | 78.6%+1.6pp | 70.6%+9.6pp |
| Annual return | 14.80% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,387 | $2,569+70.8% | $4,341+1.1% | $2,726+60.9% |
| Participant deferral / active EE | $9,799 | $4,897+100.1% | $6,031+62.5% | $4,647+110.9% |
| Admin fee / account holder | $86 | $339-74.5% | $12,690-99.3% | $430-79.9% |