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 | $20,368 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,533 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,871 | $89,282-32.9% | $94,646-36.7% | $74,419-19.5% |
| Participation rate | 87.2% | 82.4%+4.7pp | 80.8%+6.3pp | 70.7%+16.4pp |
| Annual return | 35.70% | 25.96%+9.7pp | 156.71%-121.0pp | 34.38%+1.3pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $16,440 | $8,425+95.1% | $7,418+121.6% | $4,528+263.1% |
| Admin fee / account holder | $41 | $219-81.1% | $7,231-99.4% | $348-88.1% |