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 27 · EIN 43-1451524 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,627 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$797 |
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 | $162,747 | $46,292+251.6% | $143,757+13.2% | $64,808+151.1% |
| Participation rate | 77.2% | 64.2%+12.9pp | 80.3%-3.2pp | 71.5%+5.7pp |
| Annual return | -16.90% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $14,313 | $1,910+649.5% | $4,951+189.1% | $2,506+471.2% |
| Participant deferral / active EE | $15,463 | $2,646+484.5% | $5,637+174.3% | $4,310+258.7% |
| Admin fee / account holder | $186 | $154+21.2% | $14,673-98.7% | $188-0.8% |