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 | $32,989 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,360 | $85,635-35.4% | $123,892-55.3% | $63,975-13.5% |
| Participation rate | 68.4% | 74.9%-6.5pp | 81.4%-13.0pp | 71.1%-2.7pp |
| Annual return | 6.92% | 15.74%-8.8pp | 47.52%-40.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $839 | $3,076-72.7% | $4,617-81.8% | $2,182-61.5% |
| Participant deferral / active EE | $4,537 | $5,667-19.9% | $5,984-24.2% | $3,356+35.2% |
| Admin fee / account holder | $14 | $75-80.9% | $8,357-99.8% | $70-79.7% |