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 7-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 | $21,023 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,404 | $25,302-54.9% | $74,701-84.7% | $67,579-83.1% |
| Participation rate | 65.5% | 37.8%+27.7pp | 54.5%+11.1pp | 71.3%-5.7pp |
| Annual return | 26.52% | 10291.17%-10264.6pp | 752.92%-726.4pp | 378.56%-352.0pp |
| Employer contribution / active EE | $994 | $446+122.6% | $1,084-8.3% | $2,148-53.7% |
| Participant deferral / active EE | $1,623 | $954+70.1% | $1,964-17.4% | $3,539-54.2% |
| Admin fee / account holder | $38 | $108-65.0% | $3,333-98.9% | $142-73.5% |