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 | $38,184 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,280 |
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 | $41,389 | $82,202-49.6% | $125,339-67.0% | $64,808-36.1% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.7pp | 71.5%+22.7pp |
| Annual return | -0.96% | 3.48%-4.4pp | 572.05%-573.0pp | 32.82%-33.8pp |
| Employer contribution / active EE | $4,054 | $3,615+12.1% | $4,814-15.8% | $2,506+61.8% |
| Participant deferral / active EE | $12,973 | $7,175+80.8% | $7,446+74.2% | $4,310+201.0% |
| Admin fee / account holder | $174 | $163+6.3% | $10,010-98.3% | $188-7.6% |