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 7-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 10 · EIN 43-1552002 | Accounting | $51,699 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,629 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,282 |
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 | $249,126 | $89,436+178.6% | $164,813+51.2% | $77,643+220.9% |
| Participation rate | 85.5% | 78.6%+6.8pp | 78.6%+6.9pp | 70.6%+14.9pp |
| Annual return | 19.45% | 28.83%-9.4pp | 69.93%-50.5pp | 31.24%-11.8pp |
| Employer contribution / active EE | $3,168 | $2,569+23.3% | $4,341-27.0% | $2,726+16.2% |
| Participant deferral / active EE | $8,910 | $4,897+82.0% | $6,031+47.7% | $4,647+91.7% |
| Admin fee / account holder | -$17 | $339-105.0% | $12,690-100.1% | $430-103.9% |