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 | $50,966 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,005 |
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 | $57,206 | $95,274-40.0% | $135,903-57.9% | $74,419-23.1% |
| Participation rate | 93.7% | 78.2%+15.5pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 28.71% | 32.77%-4.1pp | 68.23%-39.5pp | 34.38%-5.7pp |
| Employer contribution / active EE | $4,126 | $3,874+6.5% | $4,856-15.0% | $2,637+56.4% |
| Participant deferral / active EE | $12,981 | $7,782+66.8% | $7,758+67.3% | $4,528+186.7% |
| Admin fee / account holder | $196 | $266-26.5% | $10,762-98.2% | $348-43.8% |