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 | $177,169 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,605 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $72,500 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $66,512 |
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 | $130,661 | $95,918+36.2% | $151,611-13.8% | $77,904+67.7% |
| Participation rate | 87.8% | 88.7%-0.9pp | 87.5%+0.3pp | 73.7%+14.1pp |
| Annual return | -16.48% | -5.50%-11.0pp | 3.33%-19.8pp | 12.21%-28.7pp |
| Employer contribution / active EE | $2,391 | $4,330-44.8% | $6,166-61.2% | $2,848-16.0% |
| Participant deferral / active EE | $16,559 | $7,508+120.5% | $8,363+98.0% | $4,806+244.6% |
| Admin fee / account holder | $105 | $93+12.4% | $11,616-99.1% | $133-20.9% |