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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,533,817 |
Service code 37 · EIN 04-2647786 | Loan Processing | $581,683 |
MERCER7 years Service code 16 · EIN 13-2834414 | Consulting | $97,140 |
WITHUMSMITH+BROWN, PC3 years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $28,000 |
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 | $103,227 | $83,595+23.5% | $86,436+19.4% | $78,044+32.3% |
| Participation rate | 92.7% | 81.9%+10.8pp | 80.3%+12.3pp | 74.4%+18.2pp |
| Annual return | -14.85% | -10.64%-4.2pp | 4394.89%-4409.7pp | 10.87%-25.7pp |
| Employer contribution / active EE | $2,769 | $3,111-11.0% | $3,769-26.5% | $3,125-11.4% |
| Participant deferral / active EE | $6,159 | $6,427-4.2% | $6,952-11.4% | $5,084+21.1% |
| Admin fee / account holder | $152 | $82+84.7% | $6,731-97.7% | $79+93.0% |