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 | $32,050 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,736 |
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 | $17,110 | $29,369-41.7% | $77,482-77.9% | $73,409-76.7% |
| Participation rate | 80.5% | 37.9%+42.6pp | 54.2%+26.3pp | 72.2%+8.3pp |
| Annual return | 19.94% | 358.15%-338.2pp | 54.79%-34.8pp | 59.29%-39.4pp |
| Employer contribution / active EE | $1,377 | $406+239.3% | $986+39.6% | $2,234-38.4% |
| Participant deferral / active EE | $2,973 | $941+216.0% | $1,861+59.8% | $3,805-21.9% |
| Admin fee / account holder | $63 | $123-48.3% | $2,858-97.8% | $158-59.8% |