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 | $38,459 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,118 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $877,176 | $61,156+1334.3% | $185,823+372.1% | $79,386+1004.9% |
| Participation rate | 97.9% | 66.6%+31.3pp | 81.7%+16.2pp | 70.7%+27.2pp |
| Annual return | 16.52% | 19.45%-2.9pp | 122.05%-105.5pp | 116.85%-100.3pp |
| Employer contribution / active EE | $25,080 | $2,321+980.8% | $5,167+385.4% | $2,427+933.2% |
| Participant deferral / active EE | $10,835 | $2,789+288.5% | $5,568+94.6% | $4,046+167.8% |
| Admin fee / account holder | $870 | $710+22.6% | $16,237-94.6% | $626+38.9% |