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 6-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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $135,317 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,479 |
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 | $155,963 | $130,141+19.8% | $86,677+79.9% | $77,904+100.2% |
| Participation rate | 97.8% | 85.9%+11.8pp | 76.6%+21.2pp | 73.7%+24.1pp |
| Annual return | -16.32% | -12.75%-3.6pp | 35.91%-52.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,600 | $3,220+11.8% | $2,836+26.9% | $2,848+26.4% |
| Participant deferral / active EE | $11,965 | $5,757+107.8% | $4,656+157.0% | $4,806+149.0% |
| Admin fee / account holder | $192 | $132+45.5% | $7,493-97.4% | $133+44.6% |