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 9-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 | $33,509 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,683 |
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 | $150,411 | $64,119+134.6% | $112,228+34.0% | $66,914+124.8% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.1%+22.7pp | 69.8%+27.9pp |
| Annual return | -15.66% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,281 | $3,005+42.4% | $3,635+17.8% | $2,544+68.2% |
| Participant deferral / active EE | $10,364 | $3,693+180.6% | $4,728+119.2% | $4,237+144.6% |
| Admin fee / account holder | $267 | $625-57.4% | $6,410-95.8% | $593-55.1% |