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 | $101,019 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,354 |
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 | $40,636 | $95,274-57.3% | $135,903-70.1% | $74,419-45.4% |
| Participation rate | 91.6% | 78.2%+13.5pp | 81.9%+9.7pp | 70.7%+20.9pp |
| Annual return | 27.85% | 32.77%-4.9pp | 68.23%-40.4pp | 34.38%-6.5pp |
| Employer contribution / active EE | $2,622 | $3,874-32.3% | $4,856-46.0% | $2,637-0.6% |
| Participant deferral / active EE | $11,775 | $7,782+51.3% | $7,758+51.8% | $4,528+160.1% |
| Admin fee / account holder | $150 | $266-43.7% | $10,762-98.6% | $348-57.0% |