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 | $40,356 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,155 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $13,333 |
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 | $70,557 | $106,028-33.5% | $146,958-52.0% | $77,643-9.1% |
| Participation rate | 97.3% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.7pp |
| Annual return | 24.22% | 56.73%-32.5pp | 418.34%-394.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $5,126 | $4,063+26.2% | $4,933+3.9% | $2,726+88.1% |
| Participant deferral / active EE | $15,041 | $7,990+88.2% | $8,070+86.4% | $4,647+223.6% |
| Admin fee / account holder | $161 | $337-52.3% | $12,998-98.8% | $430-62.6% |