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 | $67,591 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,702 | $86,791-40.4% | $115,037-55.1% | $59,188-12.6% |
| Participation rate | 65.5% | 72.8%-7.4pp | 81.4%-15.9pp | 69.4%-3.9pp |
| Annual return | 137.64% | 4.44%+133.2pp | 26.14%+111.5pp | 5.51%+132.1pp |
| Employer contribution / active EE | $399 | $2,950-86.5% | $4,608-91.3% | $2,098-81.0% |
| Participant deferral / active EE | $2,321 | $5,298-56.2% | $6,026-61.5% | $3,265-28.9% |
| Admin fee / account holder | $33 | $95-64.7% | $8,175-99.6% | $92-63.7% |