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 | $8,795 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,707 |
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 | $46,067 | $101,317-54.5% | $146,958-68.7% | $74,495-38.2% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.2%-5.2pp | 67.2%+9.7pp |
| Annual return | 16.90% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,707 | $3,810-55.2% | $4,933-65.4% | $2,623-34.9% |
| Participant deferral / active EE | $8,769 | $7,303+20.1% | $8,070+8.7% | $4,346+101.8% |
| Admin fee / account holder | $79 | $1,739-95.5% | $12,998-99.4% | $1,942-95.9% |