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 | $73,187 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $47,550 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,611 |
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 | $44,061 | $72,254-39.0% | $86,677-49.2% | $64,808-32.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.6%+12.3pp | 71.5%+17.4pp |
| Annual return | -16.15% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,732 | $2,393-27.6% | $2,836-39.0% | $2,506-30.9% |
| Participant deferral / active EE | $5,229 | $4,658+12.3% | $4,656+12.3% | $4,310+21.3% |
| Admin fee / account holder | $151 | $174-13.3% | $7,493-98.0% | $188-19.7% |