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 | $33,541 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,008 |
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 | $83,011 | $69,823+18.9% | $77,163+7.6% | $74,419+11.5% |
| Participation rate | 95.1% | 70.0%+25.1pp | 69.6%+25.5pp | 70.7%+24.4pp |
| Annual return | 15.73% | 19.98%-4.2pp | 37.87%-22.1pp | 34.38%-18.7pp |
| Employer contribution / active EE | $4,230 | $2,150+96.8% | $2,535+66.9% | $2,637+60.4% |
| Participant deferral / active EE | $5,796 | $3,558+62.9% | $3,833+51.2% | $4,528+28.0% |
| Admin fee / account holder | $131 | $398-67.1% | $5,472-97.6% | $348-62.4% |